Ethical Investing

Ethical Investing – The Ovation Seer Portfolio Range

From the very beginning of Ovation’s twenty-year history, we’ve been providing advice to those clients who wished to align their investments with their ethical values and beliefs.

As we’ve evolved into a sustainable employee-owned business, we like to believe that our ethos and values are also aligned to an ethical and sustainable future.

In recent years, we’ve become aware that ethical and responsible investment is important to many of our clients, but in addition, a strategy with a sustainable approach is becoming increasingly so for both today’s and for future generations.

In response we’ve created our range of SustainableEnvironmentalEthical portfolios within a Responsible framework (SEER). These are aimed at helping you to use your wealth to help address the common themes of unsustainable practices within an environment constantly under threat.

Ovation’s SEER approach is inspired by the 2015 UN General Assemblies adoption of the 2030 Agenda for Sustainable Development, which includes 17 Sustainable Development Goals (SDGs) at its heart.

The Sustainable Development Goals are the blueprint to achieve a better and more sustainable future for all. They address the global challenges we face, including poverty, inequality, climate change, environmental degradation, peace and justice.

How can an investment portfolio help?

The SEER Range responds to demand for a more sustainable way of investing. It can help you align your investments with your personal beliefs and moral convictions. Ovation’s investment committee ensures your portfolio has high environmental, social and governance (ESG) standards.

Rather than focusing on a specific area, each contains a selection of globally diverse funds that use the power of companies to end harmful behaviours relating to environmental, climate, social and governance issues.

We firmly believe that investment engagement via financial markets can help support and control companies’ behaviour by rewarding those companies that are working to address problems and reducing access to share capital or bond financing for others with unethical or unsustainable practices.

We only use funds that meet our rigorous selection criteria, while avoiding those that apply a “green-wash” purely for marketing purposes. The ethical/sustainable portfolios use a similar robust portfolio construction methodology to our conventional portfolios. This includes rebalancing and making strategic adjustments to the fund mix, while making sure that your investment is always aligned to your longer-term objectives.

Read more about our SEER range here and learn more about the UN’s 17 Sustainable Development Goals (SDGs).  SEER Brochure.

Contact us