Ellis Bates Financial Advisers
ESG investing is a criteria used to screen potential investments and have been in existence for decades.
Ellis Bates have applied these principles since our inception and remain focused on companies with strong ESG track records, exceptional management teams, attractive growth prospects, and that are benefitting from long-term trends.
Assessment of the impact companies are having on the planet today and in the future.
Assessment of the social impact companies are having on people in the world
Assessment of the structure, procedures and practices that control and direct a company.
Jenny Farrell, Investment Analyst at Ellis Bates
Jenny Farrell, Investment Analyst at Ellis Bates
We spend time building our SRI portfolios, carefully considering various environmental and social elements of every fund before we invest, through a comprehensive and patient investment process.
Kim Holding, Portfolio Manager at Ellis Bates
Negative screening: Our SRI portfolios avoid unethical companies, while supporting those making a positive contribution to the environment and/or society. Every fund in our SRI portfolios has a negative screen in place, as this is the fundamental factor that makes them SRI funds.
Positive screening: This is an additional layer to applying a negative screen, meaning the funds go beyond the approach of ‘avoiding the bad’ and also seek ‘good’ companies trying to benefit the environment and the communities in which they operate.
UN Sustainable Development Goals (SDGs): Every fund must be associated with one or more of the 17 SDGs so our clients can be confident that we are working hard to enhance the value of their investments, whilst contributing to a more sustainable world.
Meeting with fund managers: We meet with the managers of each fund before we invest. This is a key part of our process, as it allows us to satisfy ourselves that the funds really are as ‘good’ as they say they are.
Culturally intrinsic: Each sustainable investment fund must have a socially responsible investment culture intrinsic to its approach. This helps us ensure that the funds are incorporating ESG factors into their mandates for the right reasons.
Proxy voting: Every sustainable investment fund must have engagement and proxy voting policies and procedures in place. We believe that active ownership plays a crucial part in an SRI strategy, as this dialogue between investors and companies positively influences corporate behaviours and improves transparency.
The 2030 Agenda for Sustainable Development was adopted by all United Nations Member States in 2015. It provides a shared blueprint for peace and prosperity for people and the planet, now and into the future.
At its heart are the 17 Sustainable Development Goals (SDGs), which are an urgent call for action by all countries, both developed and developing, in a global partnership.
They recognise that ending poverty and other deprivations must go hand-in-hand with strategies that improve health and education, reduce inequality, and spur economic growth, all while tackling climate change and working to preserve our oceans and forests.
Jenny Farrell, Investment Analyst at Ellis Bates
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