Sustainable Portfolio Management Service

Portfolio Manager, Fund Research

WHAT IS IT?

This service is comprised of a wide range of Sustainable Funds that invest selectively based on the principles of environmental and social responsibility and promoting sustainable governance practices. Sustainable Funds are a broad category that we use to cover what may traditionally be known as ‘Ethical Investment Funds’ and ‘Responsible Investment Funds’.

WHY KILLIK & CO?

The Sustainable Portfolio Management Service is constructed and actively managed by our dedicated team of expert in-house fund analysts. As an independently-owned investment house, we are free to develop investment ideas and strategies internally without any conflicts of interest. That way you can be sure of a meticulously-managed, diversified portfolio that selects from the best hand-picked Sustainable funds in the market place.

WHO IS IT RIGHT FOR?

 

For those investors who want to be sure that their investments are contributing to positive social or environmental impact.

Whether just beginning to build their portfolio or looking to take a broader fund-based approach, this service should appeal to investors who either do not have the time, or the inclination, to manage their own portfolio on a day-to-day basis.

 

Find out more

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The Service

The Sustainable Portfolio Management Service allows investors to take into account factors such as the environmental and social influence of their investments, not just their potential risk and return. We don’t believe you should have to compromise between socially responsible investing and achieving long-term investment returns.

At Killik & Co, we define Sustainable Funds as those that invest selectively based on the principles of environmental and social responsibility and promoting sustainable governance practices. Sustainable Funds may take a proactive stance by investing in, for example, environmentally friendly companies, or firms with good employee relations. Such funds may also seek to avoid investment in companies that are involved in specific industries such as tobacco, gambling or defense.

We use the term Sustainable Funds to define a broader range of funds than the Ethical Fund definition. In our classification, Sustainable Funds include Ethical Funds but also include funds that incorporate environmental, social and governance issues into investment analysis and decision making.

Investment Process

As an independently owned investment house, we have no conflicts of interest, giving our expert team unlimited scope and access to investments across the entire Sustainable Fund universe. All investments are made into funds which we believe complement each other and provide exposure to attractive markets, with the aim to deliver returns whilst managing risk.

Our screening and selection process goes further than financial analytics alone to look for fund managers that are well placed to deliver attractive long-term returns relative to the amount of risk that they take. Beyond traditional analysis, our research process ensures a deep understanding of the management of each fund, their investment style, strategy, and incentive structure, in addition to the details of the underlying portfolio. We closely monitor and maintain ongoing contact with the fund managers, ensuring any changes to management or indications of a change in style can be quickly identified and addressed where necessary.

Risks To Be Aware Of

The level of risk (sensitivity to stock market movements) of a portfolio comprised of Sustainable Funds is likely to be modestly higher than that of a comparable conventional investment portfolio.

As is the very nature of investing, the value of your investments will rise and fall overtime. We devote our time to sourcing the very best investments to meet your objectives, however please do not assume that past performance will repeat itself and you must be comfortable in the knowledge that you may receive less than you originally invested.

 

Some funds will hold securities that are not denominated in sterling, leading to fluctuations in the portfolio value due to exchange rate movements.