Green Path Portfolios

A low-cost actively managed portfolio service designed for long-term growth, built around a clear environmental data framework.

Green Path uses environmental data to assess every fund it holds without losing sight of the investment fundamentals.

All Green Path portfolio holdings are regularly assessed through our environmental scoring framework, which uses independent data on emissions, energy, water, biodiversity and waste.

Green Path offers three risk-targeted portfolios that aim to provide long-term growth while incorporating environmental considerations at a DFM fee of 0.15%.

Diversified investment

A diversified blend of international equity, fixed income and alternative investments, selected using an environmental data framework.
Environmental data framework

All funds are assessed using our environmental scoring framework, covering emissions intensity, water use and exposure to fossil fuels.
Aligned with energy transition

Access thematic funds focused on the transition to clean energy and lower-carbon economic activity.

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Want to see how Green Path could fit your clients' portfolios? To request factsheets, quarterly reports, performance information, or to discuss how these portfolios can support your goals, please contact us.

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Why environmental factors matter now

Climate risk is becoming increasingly important to long-term investment decisions.
The shift to renewable energy is transforming global markets and creating new long-term investment opportunities.
Technological innovation is reshaping how businesses operate and creating opportunities for companies leading the environmental transition.
Companies linked to environmental damage can face increasing reputational, financial and investment risks.
Greater availability of environmental data allows for better assessment of companies’ emissions, resource use and environmental impact.
Increasing environmental regulation is driving changes in corporate strategy and investment.

Invest with the future in mind

Positioning for a changing world

The investment landscape is changing. Climate and transition risk, energy security, resource pressures and regulation are reshaping the way investors assess companies, industries and long-term opportunities.

Environmental investing is moving beyond broad labels towards a more data-driven approach, helping investors gain greater insight into the environmental factors that may influence their portfolios.

Green Path combines this environmental insight with core investment principles, keeping diversification, cost, risk and performance at the heart of the investment process.

Environmental investing is no longer simply a values-based choice. It is about understanding the risks and opportunities created by a changing world.

The transition towards a more sustainable economy is reshaping energy, technology, industry and consumer behaviour. Climate risk, resource constraints, energy security and regulation are all becoming increasingly powerful forces influencing markets and businesses.

For investors, environmental factors can therefore provide an important lens through which to understand long-term risk, structural change and emerging opportunities.

As the global economy evolves, understanding the environmental forces behind that change is becoming an increasingly important part of investing for the long term.

Environmental Fund Selection

Every fund is assessed through our environmental scoring framework, using measurable data to provide a deeper view of its environmental characteristics.

We assess index-tracking funds, ETFs and actively managed funds across a range of factors, including emissions, water use, implied temperature rise, biodiversity, fossil fuels, land degradation, hazardous waste and reliance on non-renewable energy.

The result is a consistent, data-driven approach to understanding the environmental risks and characteristics of the funds we consider.

ESG Fund Selection