Waverton boosts ESG credentials with Enhanced Responsible Investment Service launch

Covers model and bespoke portfolios

Mike Sheen
clock
Waverton's new service will allow investors to include themes such as healthcare into their sustainable investment portfolios
Image:

Waverton's new service will allow investors to include themes such as healthcare into their sustainable investment portfolios

Waverton Investment Management has launched an Enhanced Responsible Investment Service (ERIS), targeting clients with additional ethical, environmental or social overlay requirements.

ERIS, which will cover both model portfolios for clients with up to £500,000 and bespoke portfolios for clients with over £3m, enables investors to include or exclude certain themes and product involvement areas in their portfolio to reflect their specific personal values".  Equity investors face 'daunting' challenge in pricing climate risk Three themes backed by the UN's Sustainable Development Goals will act as an "umbrella" for the ERIS investment criteria; protecting the environment, health and wellbeing, and positive social practices. Protecting the environment covers subtheme...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Wealth Management

Trustpilot