How we invest ethically
Ethical investment can’t be reduced to a single ESG score.
For more than 40 years, we’ve been guided by an Ethical Charter grounded in 23 clearly stated principles.
- Directing capital toward assets that support people, the planet and animals. And away from those that undermine them.
- We don’t invest in everything. We’re selective by design – so each investment decision gets the attention it deserves.
As a result, our investment universe looks different – with less exposure to carbon-intensive industries and more to businesses supporting a more sustainable planet.
A cleaner investment universe
How we do it
Examples of what we do and don't invest in and why
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Join now1 Scope 1 and 2 carbon intensity is measured as tonnes C02e per million $ revenue earned by companies in which we invest through both listed shares and public corporate fixed income securities.
2 Based on the revenue from sustainable impact solutions earned by companies in which we invest, through both listed shares and fixed income securities, and the proportion of our investments in the relevant category of solutions.
3 We compare the revenue earned from products and services provided through both the listed shares and public corporate fixed income investments in our portfolio, with that of the companies in the Benchmark portfolio, to determine if our portfolio is meeting or exceeding the market’s contribution to the SDGs. We use the MSCI Sustainable Impact Metrics framework and data to make this comparison. Carbon intensity (tonnes CO₂-e /$ revenue), sustainable impact solutions revenue, and investment in renewables and energy solutions measures all relate to our investment in listed shares and public corporate fixed income securities across our funds and options for which we have relevant data. This should not be considered representative of individual funds or options which will have their own mix of share and other investments. We report on our investments in listed shares and fixed income securities because these comprise a large proportion of our total funds under management (~81.0%), and because data is less readily available across our other investments. See our Annual Sustainability Report for more information.