Defined as Environmental, Social, and Governance (ESG), the three central factors, measuring the sustainability and ethical impact of an investment.

The time to include sustainable and positive impact investments in your portfolio has never been easier.

Why is this?

Portfolio construction techniques, used by many Financial Advisers, depends upon drawing from a sufficiently large enough universe of individual ESG style investment funds. This allows carefully calculated asset class allocations, which in turn place risk controls in to the portfolio. The ESG universe has now grown to a sufficient scale so that not just specialist firms can advise in this

Surveys tell us that over 70%* of general investors would welcome at least an element of their portfolio to have a positive impact. The majority of us care about the future of our world.

We believe that ALL investors should at least be offered a discussion on the subject. Investors may worry that if they invest sustainably, they will not get the return they expect on their money. Sustainable investing is of course about making a return, and investors are becoming more aware that they don’t have to choose between ‘doing well’ and ‘doing good’.

The answer sits with seeking the correct financial advice. With a passion for advising in the field of sustainable and impact investing, the advisers at True Bearing are well versed in helping clients with their investment decisions.


*Source data: ‘Sustainable Signals’ report by The Morgan Stanley Institute for Sustainable Investing via

This article should not be taken as individual financial advice and you should speak to your adviser before making any investment decisions. Investments can go up as well as down.