Sustainable Portfolio Management Service

Portfolio Manager, Fund Research


This service is comprised of a wide range of Sustainable Funds that are either environmental sustainability leaders or helping solve environmental and social challenges.

We also exclude companies that are operating in industries that are damaging to the environment or society such as fossil fuels, controversial weapons and tobacco.


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.


For those investors that want to take the environmental and social effect of their investments into account.

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

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The Service

The Sustainable Portfolio Management Service allows investors to take factors such as the environmental and social effects of their investments into account, not just their potential risk and return. We don’t believe you should have to compromise between investing sustainably 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.

Investment Process

Our investment approach follows a four–step process: exclude, identify, design and monitor.

1. Exclude companies that are damaging to society.

2. Identify funds that are genuinely attempting to benefit from applying a sustainable investment approach.

3. Design a portfolio with exposure to equities, fixed income, alternatives and property.

4. Monitor portfolios on risk and pollution metrics.

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.