Responsible Investing

Our Portfolio-by-Design approach utilises a rapidly expanding toolkit of responsible investment options to facilitate greater personalisation of client investment solutions in this area.

While terms like responsible investing, impact investing, social investing are often used interchangeably by the investment industry. We use responsible investing as an umbrella term that encompasses the following key areas (or sub-sets):


Source: Woodbury: Franklin Templeton

Regardless of the strength or nature of your preferences in this area, the Woodbury team will work with you to:

  • Discuss any particular values or beliefs you wish to be reflected;
  • Help you understand where these preferences fit and how they can be reflected in a portfolio strategy; and
  • Identify appropriate ways in which these preferences can be implemented.

 

For further information, below Chief Investment Officer, Scott Fletcher is interviewed by Chris Brown from Hall & Wilcox about impact investment, how it differs from ESG, whether it has taken off in Australia, who it typically appeals to, and how you can approach building an investment portfolio that’s fit for purpose.

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