Wealth managers reveal ethical investment strategies

ETHICAL

Annabelle Williams speaks to wealth managers about how they include socially responsible investments in their portfolios.

Peter Lowman, chief investment officer, Investment Quorum We have an ethical model which we built five years ago because we had a small number of investors who wanted to achieve income with an ethical approach. We have 12 funds in the model, and they are all explicitly ethical. We look at the funds every quarter from a top-down asset allocation perspective, while our other model portfolios are looked at from an economic, tactical and strategic asset allocation perspective. We are not ethical fund specialists so we decided to use a website called the Ethical Fund Directory to screen ...