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Common Interests

Service Providers Framework 2020

You are in Investment Consultancy » Investment Consultancy

Investment Consultancy

IC 01. Advisory and consultancy services

01.1. Indicate whether your services include any of the following.

01.2. Describe how you ensure that your clients understand your service offerings and fee structure.

          An in-depth informational discussion focused on client understanding, available to answer client concerns, all relevant paperwork accessible to clients through online platforms, and our website, which describes our services and fees in detail.

01.3. Additional information. [OPTIONAL]

IC 02. Assets under advisement (Private)

IC 03. Fiduciary manager services

03.1. Indicate whether you provide fiduciary management services.

03.2. Describe how you incorporate ESG factors into your fiduciary management services.

We search for investments that are screened for ESG factors, and offer a suite of fully fossil fuel free portfolios for clients who want them. our core models are purely ESG portfolios.

03.3. Describe how ESG incorporation fits into your interpretation of fiduciary duty.

          As fiduciaries, the decisions we make today impact future generations, both from a financial standpoint and from the perspective of the world we leave behind. Legacy planning consists of material financial and non-financial decisions, and we believe ESG is the best way to manage these risks.

03.4. Additional information. [OPTIONAL]

IC 04. ESG in contracts with clients (Private)