What our socially responsible investment service offers

Our SRI portfolios are segregated, discretionary portfolios, invested where possible in direct securities to give you greater transparency and lower cost. The service combines our same global, multi-asset class approach, but with consideration of ethical, impact and environmental, social and governance factors (ESG) in the selection of portfolio securities. With a directly invested portfolio, you have complete clarity of your holdings and the portfolio can be tailored to reflect your specific values. Our investment framework is based on the 17 UN Sustainable Development Goals (Goals). We categorise the Goals into four impact and investment themes:

  • Social empowerment
  • Environmental protection
  • Health
  • Economic

Our investment process screens out companies that do not align with the Goals (negative screen), whilst positively identifying investments that promote the Goals, either through the products or services they make (impact) or how they conduct themselves as firms (ESG criteria). We have developed the ‘The WAM Limited SRI screen’, a proprietary model that ranks global securities based on these factors. 

The resulting SRI universe then undergoes the same deep, fundamental assessment of value and attractiveness as all of our investments to create the buy-able SRI universe, from which our SRI portfolios are built.

The portfolios are:
  • Invested in a combination of direct shares and third party funds.
  • Reviewed, assessed and approved by our SRI team and analysts with expertise across all asset classes.
  • Actively managed within a framework of institutional discipline.
  • Based on the United Nations’ Sustainable Development Goals.
  • Reinforced by tailored reporting that allows you to understand impact at both company and portfolio level.
Our rigorous investment process
Strategic asset allocation

A long-term strategic asset allocation framework, directly aligned to your agreed risk profile.

Tactical asset allocation

Shorter-term, tactical asset allocation of every asset class, reflecting the current market landscape.

SRI security universe

Identification of sustainable and impact investment, relating to companies' positive contributions to the UN Sustainable Development Goals.

SRI portfolio

Meticulous security selection based on valuation and ESG analysis in order to meet SRI and return objectives.

Regular reviews

Regular ethical reviews to monitor the operational activities of companies.

Why work with us?

We listen carefully to what our clients have to say about the ways they would prefer to invest. Increasingly, clients are telling us that they want their investments to help build a more sustainable future, as well as generate a financial return. 

Best of all, our continuing, in-depth research and analysis shows that investing in this way can improve the profitability of a portfolio. Our SRI portfolios aim to maximise long-term profits by investing in global businesses with real concern and respect for wider social, environmental and economic issues.