Financial Planning, Pensions Advice, Financial Adviser Dunfermline, Fife, Edinburgh and Central Scotland

Monday 27th January 2020

What is Ethical Investing?

Ethical Investment is known by a variety of terms including green investment, socially responsible investment (SRI) and sustainable finance. All of these terms refer to financial and investment services which strive to maximise investment performance and social welfare. In general, ethical investment looks to encourage corporate practices that promote environmental stewardship, consumer protection, human rights and diversity, although additional criteria such as avoidance of weapons, alcohol, tobacco, gambling and pornography are often included as legitimate areas of concern. These criteria can be broadly summarised as environmental, social justice and corporate government issues.

What are the benefits of investing ethically?

Ethical investment provides the opportunity to invest in ethically sound investment solutions that cater for a range of ethical preferences. It gives investors the option to avoid companies that engage in activities that they would not usually support and proactively invest in companies that recognise their corporate responsibilities. Investing ethically is now one of the fastest growing areas in financial services with funds under management having grown to approximately £15 bn in the UK in 2015 (source:

How can we help?

We find more and more clients are looking for ethical investment and we can do this very easily as one of our investment partners specialises in this area. What we need to do is to do some ethical screening criteria with you to find out which areas you wish to exclude and then we can build a bespoke portfolio to suit your requirements. Just contact us and we can build a portfolio for you.

The purpose of this article is to provide technical and generic guidance and should not be interpreted as a personal recommendation or advice.