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Sustainable investing

Are you considering sustainable investing but unsure where or how to invest?

It’s a complex and increasingly crowded market, so many of our clients feel this way. Which is why we’ve developed the PWM Green Matrix in partnership with leading research group ARC Research – to help you match your individual needs to the most suitable sustainable investments.

The PWM Green Matrix

Moving beyond a
performance-sustainability trade-off

Sustainable investing has moved from a niche sector to the mainstream, but many investors are still concerned about a longstanding question: can environmental and social challenges be addressed without detracting from investment performance?

While there are no certainties in investing, the answer is simple: yes, they can. The market has moved beyond the point where investors need to trade-off financial performance against sustainable considerations. Sustainable investment is now something that every investor should consider as part of their portfolios.

That said, as more capital flows into the market, deciding where to invest becomes increasingly complex. Our PWM Green Matrix is designed to help you through that complexity.

 

Creating your bespoke green investment footprint

The PWM Green Matrix cuts through the green investment jungle on your behalf. It’s a tool we’ve developed with ARC Research based on our conversations with clients to understand their thoughts on green investment, and their aspirations for our planet and future generations.

How it works:

  • We conduct extensive research using our independent green methodology, to filter more than 3,000 green investments and identify the leading propositions on the market.
  • We use our PWM Green Matrix to match your requirements with the appropriate sustainable portfolio, creating your bespoke green investment footprint.
  • As we do, we use our independence to maintain the necessary oversight and objectivity to find the best solutions to meet your sustainable investment needs.
  • Wherever you are on the spectrum of green investment, you’ll have clarity to help you make the right decisions for your goals.

 

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Head of UK & Global Credit

We wanted sustainable fossil-fuel free investments but it is difficult at present to pick something off the shelf. We were therefore pleased that with advice from Nathan at PWM, we have been able to implement a portfolio that maintains diversity and meets our objectives."”

Sustainable Investors, Surrey