Sustainable Portfolio

Investing for the future

About our Sustainable Portfolio investment approach

Our Sustainable Portfolio is an investment management service that offers a suite of diversified portfolios that meet a range of objectives and risk profiles, and which are aligned to the RBC Brewin Dolphin responsible investment philosophy.

We believe high-quality companies that manage environmental, social and governance (ESG) risks and opportunities well, will make attractive long-term investments

A positive contribution

Our Sustainable Portfolio is an investment management service that offers investors the opportunity to avoid investment in harmful sectors and contribute positively to global environmental and social sustainability challenges.

Selective choice of funds

We offer a suite of diversified portfolios that meet a range of objectives and risk profiles, and which are aligned to our responsible investment philosophy.

Measuring our alignment to sustainable development goals

We believe it is important to measure and monitor the impact of your sustainable portfolio against global challenges we all face. We also want to assess our objective of investing in companies and funds that have a positive societal or environmental impact with meaningful context. To independently assess our success in these areas, we use MSCI, a third party ratings agency.

Key facts

A choice of six risk-managed portfolios
All funds are risk mapped against Defaqto, Dynamic Planner, EValue, Finametrica, Morningstar & Synaptic
Investment underpinned by our in-house Research Team and Asset Allocation Committee