Video Support

More than a negative screen

Here at King & Shaxson, we add a much deeper dive to our screening process to ensure that we do screen out the ‘evils’, as well as implement a positive inclusion, which by its very nature finances solutions to social and environmental issues.

  • More than a negative screen

    Here at King & Shaxson, we add a much deeper dive to our screening process to ensure that we do screen out the ‘evils’, as well as implement a positive inclusion, which by its very nature finances solutions to social and environmental issues.

  • Our Screening Process

    King & Shaxson's Harry Thompson discusses their rigorous screening process, which forms a critical part of portfolio construction. It is important that the company or funds meets the clients’ ethical expectations and does not just tick the boxes.

  • Know Your Ethical Client

    King & Shaxson's Wayne Bishop discusses why getting to know your client's ethics is essential, and how he went on a journey to establishing his own personal ethics, a journey many advisers clients will go on.

  • King & Shaxson: Ethical Model Portfolios

    Our Model Portfolio Service has been available since 2010 meaning we have a very good and long track record. We offer 5 Fund of Fund portfolios, combining equity and bond funds within the responsible investment sector. On top of this, we offer a further 4 portfolios on selected platforms where we can invest directly into equities for the more ethically minded client.