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Ethical investing

Socially responsible investing (SRI), or social investment, also known as sustainable, socially conscious, "green" or ethical investing, is any investment strategy which seeks to consider both financial return and social/environmental good to bring about a positive change.

Wikipedia - Socially responsible investing

Developing an investment portfolio can be a highly personal decision for investors, especially as we become increasingly aware of how business practices may affect the environment and impact on future generations.

Many people are now asking how they can align their investment decisions with their views on sustainable development, which is described by the United Nations as meeting "the needs of the present without compromising the ability of future generations to meet their own needs".

Bloomsbury Associates understands the complexities of this emerging area of investment practice. We will work with you to ensure the issues and causes most important to you are recognised in your investment decisions.

We can use this decision framework as a basis on which to support your investments:

Decision Framework

It might be that preserving the natural environment is of utmost importance to you, or avoiding child labour exploitation, or excluding weapons or armaments. Or maybe all of these issues are important to you, and more, such excluding tobacco and gambling organisations.

There are many factors to consider when assessing possible investment solutions. We want to ensure that your robust investment strategies are not compromised when attempting to include ethical issues in a financial strategy. However, as consumer interest grows, we are seeing more and more smart and competitive ethical investment solutions.

This is a fascinating and constantly evolving area. We see the process of ethical and socially responsible investing as a journey and are keen to help our clients make the decisions that are right for them.