
Fund Selection Criteria
Our fund selection criteria document provides insight into our selection process.
Fund Selection CriteriaA low-cost, actively managed portfolio service dedicated to sustainable growth through the use of environmental, social and governance (ESG) investment values.
All our investments are rigorously screened using ESG criteria. The latest strategies, which we adopt, take a positive approach by seeking sustainable investments that have a greater potential to boost returns. This is achieved by integrating environmental, social and governance (ESG) considerations into the investment processes.
The FT reports that since 1990, the MSCI KLD 400 Social index, comprising companies with strong sustainability profiles, has outperformed the S&P 500, with annualised returns of 11.2 per cent versus 10.7 per cent. Sustainable companies are typically less exposed to tail risk such as environmental accidents or punishment from regulators. (FT, ‘Sustainable investment can propel long term returns’, 18/9/2018).
Investments are considered in terms of their impact on the environment. This may involve looking at issues such as pollution, waste management or climate change.
Social aspects of investments include the employment practices of companies, for example, making sure they’re not involved in modern day slavery.
The focus here is on how a company that we invest in is managed. Does it treat its stakeholders (shareholders, employees etc.) fairly? Does it pay its’ executives too much?
The Green Path Cautious Portfolio is a SRI/ESG growth strategy. It is aimed at medium to long term investors who are seeking a relatively cautious investment that has a genuine prospect of capital growth.
Read MoreThe Green Path Balanced Portfolio is a SRI/ESG growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.
Read MoreThe Green Path Strategic Portfolio is a SRI/ESG growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.
Read MoreHere are the FE Analytics reports that compare the relative performance over the past year and the respective technical ratios for each of the three Green Path Portfolios against one another. These reports are updated monthly.
Performance ReportThis review covers the quarter until the 30th April 2022.
Quarterly Performance ReviewESG investing has been driven by key changes in investor behaviour. Many private investors want a more active, objective driven approach. There is also a realisation that ESG focused investments are not just philanthropic but a way to future proofing your investments where performance need not be compromised.
Sustainability and fair opportunity have led to investors pursuing the concept of a healthy balance between investment returns and the long-term preservation of our natural resources and the respectful treatment of labour and equality.
All of these factors are in themselves forceful drivers of change. Taken as a whole, the ESG effect has become a compelling element moving to the centre of institutional financial activity.
For a rapidly increasing number of investors, ESG forms the core focus of their investment strategy. This is not simply a moral principle, but as the most relevent factor in providing a model for sustainable returns.
ESG has become one of the fastest growing areas of the investment market. Investing on the basis of environmental, social and governance factors has increasingly moved to the centre stage.
ESG investing has been driven by key changes in investor behavior. Many private investors want a more active, objective-driven approach. There is also a realisation that ESG focused investments are not just philanthropic but a way to future proof your investments where performance need not be compromised.
Sustainability and fair opportunity have led to investors pursuing the concept of a healthy balance between investment returns, the long-term preservation of our natural resources, and the respectful treatment of labour and equality.
All our investments are rigorously screened using the three principles that form the core of our ESG investment philosophy. The ESG credentials of each index-tracker fund or exchange-traded fund is validated in accordance with our stated ESG principles: environmental, social compatibility and good governance. We only use funds that are clearly designated ESG investments.
ESG investors can follow their convictions without fear of compromise
Our fund selection criteria document provides insight into our selection process.
Fund Selection CriteriaPart of the coronavirus recovery is a move to rebuild in a more ethical and sustainable way with increased awareness around ESG investing. In preparation for the expected increase in growth as econ...
Growing public awareness of the climate crisis has boosted sales of ESG funds in the last few years. The disruption caused by Covid-19 in 2020 has accelerated the sector’s growth as investors look ...
Green Path portfolios use well-regarded ethical mutual funds and exchange traded funds (ETFs), giving you a balance of shares, bonds and some thematic investments, such as gender equality. The fund...