Portfolio Management
Sophisticated oversight for your personal capital
True investment discipline requires more than just high-level philosophy; it needs active management and sophisticated screening. With EIS, you can access a research-led framework that moves your money away from industries you oppose and toward a future you believe in.
Your capital is managed through a substantiated five-step evaluation process that ensures every holding meets strict environmental, social, and professional standards. This strategy is powered by a structural advantage rare in boutique firms: the combination of an in-house investment analyst and the independent expertise of a highly experienced asset consultancy.
Filters
Initial screening removes sectors, e.g., fossil fuels, tobacco, gambling, and armaments, based on decades of collective client preferences.
ESG Evaluation
Investments that pass the filters are assessed on their environmental, social, and governance standing, including their contribution to the UN Sustainable Development Goals.
Controversy Research
Deep-dive analysis identifies issues like modern slavery or environmental degradation that may not be captured by standard filters.
Materiality Assessment
The impact of any shortcomings is weighed against the benefits of supporting the investment.
Fundamental Analysis
Remaining securities undergo rigorous research into competitiveness, profitability, and share price valuation to ensure financial viability.
We offer a free initial consultation. Simply click the button below to learn more.
Evidence-based impact and performance
Success is measured by both the growth of your capital and the tangible difference your investments make.
The Power of Individual Stock Exclusion
We do the heavy lifting to identify and filter out activities that do not align with responsible investment principles, while working closely with you to ensure your portfolio reflects your individual values and preferences.
Transparent Reporting
You receive regular, detailed updates that go beyond financial returns. This includes data on the ethical standing of your holdings and the specific impact they are making in areas, e.g., renewable energy and healthcare.
Fiduciary Rigou
A disciplined framework focuses on long-term growth and capital preservation, addressing the performance objection with 37 years of verifiable client outcomes.
Technical structures tailored to your requirements
You can choose from a suite of management services designed to provide the specific level of control and transparency you require.
Direct Share Portfolios
These provide maximum transparency and allow you to filter your holdings or exclude individual stocks in line with your personal preferences. You maintain direct ownership and greater control over dividends and the realisation of capital gains.
Managed Fund Portfolios
Access a tailored mix of ethical managed funds for investment accounts or superannuation. Each portfolio is constructed based on your specific goals, risk profile, and ethical boundaries.
Separately Managed Accounts (SMAs)
Benefit from an ethical portfolio comprising both direct shares and managed funds. While investment decisions are actively handled by an in-house manager, you maintain beneficial ownership and total transparency of the underlying assets.