Tatton has applied its award winning investment management approach to its Ethical Portfolios, ensuring that the funds we select within our portfolios are aligned with the requirements of our investors.
Our Ethical Portfolios are designed to suit the needs of investors who want to their investments to align with their own responsible investing concerns. We offer a complete range of risk profiles in our Ethical Portfolios, allowing us to meet the needs of the majority of investors.
Our aim is to invest in best-in-breed ethical funds that have standards similar to those we aspire to for our portfolios and that can also deliver attractive performance to investors. We match the different styles and approaches of investment managers from across the world to create and manage an Ethical Portfolio that will suit investors who are seeking to include Ethical factors within their long-term investments.
The value of investments can fluctuate and it is possible that investors may get back less than the amount they invested.
Benefits at a glance
- Global allocation
- Ethical screening developed to match investor preferences
- Full risk range of Ethical Portfolios
Download the Tatton Ethical Portfolio Challenge
Tatton launched its first Ethical Portfolio in 2014, so, with that experience in mind we have written this paper to answer questions clients ask the most frequently about ESG investing and how it’s done. We go into detail about how we manage our Ethical Portfolios answering questions on performance, greenwashing, and perhaps the biggest question of all, does investing ethically make a difference?