Our ethical portfolios are all discretionary managed multi-asset portfolios which utilise the Whitechurch Investment team’s expertise in asset allocation.
We use Ethical Screening* to screen funds and equities for inclusion in our ethical portfolios.
*Ethical Screening is a company dedicated to enabling the management of money according to investors' ethical values (www.ethicalscreening.co.uk)
For an in-depth version of the timeline above, along with additional Ethical Investment resources, please read our Socially Responsible Investment Guide.
Interested in finding out more?