Platform Products

Many IFAs have chosen to play to their strengths of advising customers on the financial needs and providing solutions to these needs, leaving the management of the underlying investments to discretionary fund managers with the capacity and experience to do so.

Our ethical model portfolios were launched in February 2010 following demand from our IFA clients for a discretionary ethical product that could be accessed through wraps and platforms. Now available on multiple platforms (list available below), advisers have access to ten models ranging from defensive to adventurous. Our six ‘Fund MPS’ combines collectives only, whilst our ‘Direct Equity MPS’ combines collectives and direct equity holdings.

Our platform model portfolios apply both a positive and negative screen, meaning we are able to provide a solution to advisers who are seeing a surge in demand for portfolios that address social and environmental issues.

Our model portfolios adhere to a strict screening policy, laid out online and in our product brochures. Whilst portfolio parameters outline asset allocation bands to which the models adhere to. Third party data on performance and risk is available from FE Analytics and Defaqto. Our MPS product brochure can be requested below, or access to our factsheets can be found by clicking here

MPS Product Analysis

Complete the form below to receive our detailed Model Portfolio Service product analysis brochure, that highlights full current holdings, allocation and rational in a client friendly format.

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Established Platforms

Our ethical model portfolios are designed to be available on any full-service fund platform. The platforms listed below are those where our portfolios are already established. If you use an alternative platform and would like to access our portfolios, then please contact Craig Hart on 020 7426 5979 and we will endeavour to work with you to add the portfolios to your preferred platform.

  • 7IM
  • Aegon
  • Ascentric
  • Aviva
  • Hubwise
  • Novia
  • Nucleus
  • Old Mutual Wealth
  • Platform One
  • Praemium
  • Standard Life
  • Transact
  • Wealthtime

Ethical Approach

Portfolios should be managed to two, instead of one set of criteria: the investment criteria is straightforward, like any other investment, whilst the ethical, sustainable or impact criteria requires a ‘more human approach’.

As demand for screened investments has surged, so has the number of funds in the market place. Whilst each fund house may take on a slightly different approach, the fund investment universe can be broadly down into the spectrum below:

It has become clear in the last couple of years that clients would like to go beyond responsible and ESG, and focus on the sustainable and impact merits of investments. Therefore, as detailed in our product brochures, our model portfolios have an obvious bias towards sustainable and impact investments. We provide regular updates on some of the positive outcomes of client’s portfolios, whether that’s through our monthly ‘Everything Ethical’ email, or our quarterly and yearly reporting.

It is important to note, our model portfolios are designed to meet the vast majority of ethical investor’s concerns, but as the portfolios include a number of collective funds and also aim to spread the risk of investing in a tightly defined area, there needs to be a pragmatic approach. Having said that, we conduct thorough research on all collectives in what we call an ‘under the bonnet’ review. Our screening process for collectives is laid out below, and we adhere to the strict screening policy, whilst staying within the investment constraints of each portfolio and platform.

Avoidance – Negative Screen

The portfolios avoid significant involvement in:

  • Adult Entertainment
  • Aggressive Tax Practices
  • Alcohol
  • Armaments
  • Fossil Fuels
  • Gambling
  • Human rights abuse
  • Intensive farming
  • Nuclear
  • Poor environmental management
  • Tobacco

Social & Environmental Solutions – Positive Screen

The portfolios are distinguished by a tilt towards thematic investments which finance solutions to social and environmental challenges such as:

  • Education & Learning
  • Environmental Efficiency
  • Healthcare
  • Infrastructure
  • Microfinance
  • Public Transport
  • Renewable Energy
  • Resource Management
  • Microfinance
  • Social Property
  • Sustainable forestry
  • Water

Some of these thematic investments do not have specific ethical avoidance criteria, but by their very nature, are largely engaged in socially or environmentally positive activities. We have highlighted any potential ethical issues where they exist.

Social & Environmental Leadership

Non-thematic investments have a bias towards companies that exhibit best social and environmental practice in their industry. In this case, general ethical funds are preferred if they demonstrate a rigorous ethical screening and research policy, and employ comprehensive and rigorously applied exclusion criteria.