ETHICAL INVESTING RESEARCH

We have developed research resources in the field of corporate governance. We also use EIRIS, the Ethical Investment Research Service, to screen for eligible investments. More on our research and screening is available in the Core Ethical Policy document below.

INVESTING IN LINE WITH YOUR ETHOS

We are constantly striving to build the most appropriate portfolio structures for our charitable clients and realise that investing in a way that reflects the ethos of your organisation is a core requirement for you, our clients. Some cancer charities choose not to invest in the tobacco industry, while some faith based clients may have concerns about bio-ethics and the use of stem-cells. We seek to build portfolio structures that meet those preferences.

EXCLUDED INDUSTRIES

Companies whose environmental, social and governance performance do not pass our screening will not be considered for investment. Excluded industries include defence/armaments, tobacco and pornography. Companies involved in the manufacture of abortifacient or anti-life products are also be excluded, as are companies that clearly exploit the individual or the environment.

TAILORED ETHICAL INVESTMENT POLICIES

In addition to our core ethical investments, we also facilitate tailored ethical investment policies structured around your charity’s ethical requirements and objectives.

ETHICAL INVESTMENT FUNDS FROM DAVY ASSET MANAGEMENT

Davy Asset Management offers funds under an Ethical Investment Strategy.

Visit the Davy Asset Management site to learn more

CORE ETHICAL POLICY

Davy Ethical Investment Policy and Ethical Restrictions
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