ESG and Ethical Investing

 

ESG investing at Morgans

We understand the importance of structuring your investment portfolio to not only maximise your investment returns, but to ensure you are investing in a diversified pool of asset classes across equities, fixed income, property and cash investments.

We also understand the increasing focus on ethical investing and Environmental, Social and Governance (ESG) impacts for investment portfolios.

Morgans Advisers can guide you to look at your investment portfolio from an ethical perspective and evaluate how you can invest according to your personal values across ESG issues. 

Get started with ethical investing

Step 1: Ethical investing fact find

Our Advisers can help you to prepare an ethical investing fact find document. This document asks you for your views on ethical, environmental and social themes that are important to you and your family.

This helps us gain a greater understanding of your ethical investing requirements.

Step 2: Ethical investment – portfolio construction

With your ethical concerns and values raised, we can assist with the following services:

• If new to investing, construct an investment portfolio that aligns with your ethical views
• If you already have an investment portfolio, we can assist with both positive and negative screening of your current portfolio
• We can screen your current investment portfolio to review ESG risk ratings and companies that may be at higher risk of ESG-related issues in the future.

Step 3: Providing you with ethical investment options that are appropriate for your portfolio

Your adviser will discuss the different ethical investments that may suit your specific needs and values. Options include:

• Ethical ETFs from experienced fund managers
• Ethical managed funds
• Green or impact bonds and funds
• Social infrastructure investing
• Companies focused on climate change or other ethical initiatives.

Find out more

We have engaged Sustainalytics, an ESG provider to support you in aligning your investment portfolio with your ethical values and preferences.

Contact your Morgans Adviser to learn more about ethical investing, alternatively complete the form below and a local Morgans Adviser will be in touch.

Contact us 

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