Regulation  

Tailor ethical portfolios to individual investor beliefs: Brown Shipley

The head of Brown Shipley’s ethical investment team said: “It is our client’s money that we are investing and, therefore, it is essential we understand exactly what their ethical stance is and then invest according to their criteria.”

In its latest newsletter to clients, the private bank said that ethical investors are often highly motivated “however, an individual’s definition of what is ethical will be very different from another’s”.

Pledging a commitment to dynamically managed portfolios, Mr Carter added: “We find that investors wishing to invest ethically are usually highly motivated and often want to be engaged in, or at least informed of, the investment process – we value that opportunity.”

Adviser View

Bob Wilson, financial adviser with Norwich-based GreenSky Wealth, said: “One of the issues with clients who want to invest ethically is that most advisers would simply put them in the ethical investment sector, which is too generalised.

“There should not be a model portfolio – advisers need to dig deeper. It does mean something different for each investor, and advisers should listen to their concerns and put together a bespoke portfolio accordingly.”