Socially Responsible Investing (SRI), also known as sustainable, green, or ethical investing, is any investment strategy which seeks to consider both financial return and social/environmental good to bring about positive change.
Traditionally, ethical investment has been about not investing in companies that are negatively screened for harmful issues or industry types, such as tobacco, gaming or armaments. Nowadays, the focus has moved beyond specific product types to a more objective and measured look at the ethics of investing, selecting companies that encourage corporate practices that promote environmental stewardship, consumer protection, human rights and diversity.
For years, making a profit and doing good in the world were regarded as separate, if not contradictory objectives. The assumption was that corporate social responsibility came at a cost; namely a less competitive business that resulted in lower investor returns. However, modern companies are realising that sound environmental, social and governance (ESG) principles make financial sense.
Socially responsible investing works toward both positive change and financial gain, and more and more providers are offering these types of investments to their clients. At Springfield Financial Ltd, we are completely independent and can, therefore, recommend investments from across the market, in line with a client’s objectives and their attitude to risk.
Making the most of your money by choosing the right investments and managing your portfolio on an ongoing basis is paramount.
Whether you’re working hard to save for the future, require an income from your investments or you wish to consider providing for future generations, our expert team of advisors will work with you through a series of meetings to understand your financial position, your goals and aspirations. We will then balance these with your attitude towards investment risk and make clear and concise recommendations in order to create an investment portfolio that is suitable for you.
As our client, you will also benefit from the experience of Springfield’s fund research team, as well as that of a range of external fund managers and industry experts. As we are independent, we can offer investments from across the market.
Your dedicated financial planner will regularly review your investments with you to ensure that they continue to be suitable based on your changing personal circumstances, the current economic climate and to ensure that the funds are performing in line with your expectations.
In between reviews, you will be able to view your investments online and will benefit from streamlined administration and transparent costs and charges.
Get in touch to find out more about our Investment Planning Services
For further information about our investment planning services or to arrange an initial no-obligation consultation at our offices or another mutually convenient location, please telephone us on 01772 729 742, or alternatively, simply fill out our online enquiry form and we will give you a call to discuss your requirements.