Responsible investing
Responsible investing is a core pillar of our corporate responsibility strategy and the default approach across our investment management services and products, consistent with our fiduciary duty as stewards of our clients’ capital.
Why we are responsible investors
Responsible investing underpins how we manage our clients’ investments. By integrating ESG (environment, social and governance) considerations and actively engaging with companies, we aim to create resilient portfolios and achieve better long term outcomes for our clients.
ESG factors can make a real difference to long term returns and investment risk. That’s why we look at them alongside financial analysis across all investments, including third party funds, and work with partners who share similar standards.
The value of investments can rise and fall and you could get back less than you invested.
“ Our responsible investment process serves to strengthen the resilience of the portfolios we build for you over the long term. ”
Our commitments
We are long term signatories of the UK Stewardship Code and the UN Principles for Responsible Investment, showing our commitment to being open and accountable.
Why we are active stewards
Stewardship is how we use our influence as investors. We actively engage with companies and use our voting rights as a core part of how we manage investments.
This helps us manage risk, deepen our understanding of businesses, and encourage better outcomes over time.
Supporting your sustainability preferences
We can take your ethical and sustainability preferences into account. We’ll work with you to shape an investment approach that reflects what matters to you, while staying aligned with your goals and overall needs. This might include:
Values alignment: we can apply screens to help you avoid areas you’d rather not invest in.
Sustainability focused options: if you’re looking to support investments with positive environmental or social characteristics, we can explore strategies designed to do just that alongside financial returns.
Please note: a values aligned or sustainability related approach may have a limited investment universe, and this may affect investment performance.
Our guides
Responsible investing
Incorporating environmental, social and governance (ESG) factors into investment decisions.
Enabling sustainability preferences
Understand our tiered approach to responsible and sustainability-related investing, and how your portfolio can be tailored to reflect your values and any sustainability preferences you may have.
A–Z of ESG guide
We have partnered with Civil Society Media to produce a useful guide to help understand key ESG terminology.
A-Z Net Zero
We have partnered with Civil Society Media to produce a useful guide to help understand Net Zero terminology.
Can we help you with responsible investing?
To learn more about how we can help, please contact your adviser or book and appointment to arrange a call with an expert wealth manager today.
Insights & related content
- Podcast
Are there any unintended consequences of divesting?
Katrina Brown from Evelyn Partners and Prof Kelly Shue from the Yale School of Management discuss the unintended consequences of divesting in this podcast.
- Podcast
Fusion: Unlocking the Future of Clean Power – A Conversation with Tokamak Energy
Katrina Brown, Head of Responsible Investment at Evelyn Partners, sits down with Tom Anderson, Head of Strategy and Business Development at Tokamak Energy, to explore why fusion energy is potentially one of the most transformative technologies of the century—and why the UK is well positioned.
- Podcast
Demographic megatrends: sustainability & investment - a conversation series with Dr Peter Matanle - Episode 2, Part 1
As labour pools contract, diversity alone isn’t enough
- Insight
Reasons to be cheerful part 2: The Science Based Target Initiative
Science Based Targets can help to measure a portfolios' alignment with the Paris Agreement and widespread adoption of them could enable diversification across a range of sectors
- Insight
Reasons to be cheerful part 3: Are global carbon emissions peaking?
The reduction in carbon emissions may be difficult to achieve, but the energy transition appears to have some underlying momentum
Conferences & events
- Event
Responsible Investment Event 2026
Evelyn Partners is delighted to invite you to an engaging evening exploring the innovations shaping the future.
- Event
Responsible Investment Conference 2025
We are delighted to invite you to our 2025 responsible investment conference where we explore geopolitical risks with Tom Holland from the popular “Rest is History” podcast series, and Helen Thompson, author of “Disorder”. We will also hear about the latest academic thinking on encouraging corporate climate solutions beyond reducing direct emissions and get the run down on the Evelyn Partners approach to sustainability.
- Event
Responsible Investment Conference 2024
We were delighted to welcome top journalists, academics, sector specialists as well as familiar faces from Evelyn Partners that debunked some of the jargon surrounding responsible investment and explored how taking steps towards the transition to net zero can be good for business.
