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MitonOptimal UK Limited

To ESG or not to ESG

by | Dec 5, 2018 | Citywire, Model Portfolio Services, Paul Warner, SRI

Beware of the ‘Easy Selling Gift’ warns Head of Portfolio Management Paul Warner.

 

 

 

Back in 1994, when we were first asked to run discretionary ethical portfolios, we had just 21 funds from which to choose.

That portfolio was called the Green Portfolio. In those days, if you asked a question at a fund seminar or lunch that related to ethical, environmental, social, or governance issues (ESG), other participants would look at you as if you were stuck in the age of the hippies.

A decade on and the number of funds available had risen to 41. Throughout that period the funds were predominantly ethical funds, screening out companies using negative criteria, the main ones being gambling, tobacco, pornography, alcohol, arms and animal testing.

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Royal Mead
Railway Place
Bath
BA1 1SR
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Regulatory Information

MitonOptimal UK Limited is part of the MitonOptimal group of companies. Registered in England and Wales No. 09138865. Authorised and regulated by the Financial Conduct Authority.