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Kirk Rice Blog

Invest Responsibly – Where Do I Start?Written on November 18, 2020 by Kirk Rice LLP

Invest Responsibly – Where Do I Start?

Opportunity for Justice, Education, Jobs, Poverty, Hunger, Waste, Environment, Inequality

Are you looking to reinvigorate your investments?

If you are wondering how to invest responsibly and align your investments to your views on any of the above issues, then I am pleased to say there are tools that we can use to do this.

The United Nations has launched many global goals since it’s inception 75 years ago and now has set out Sustainable Development Goals. There are 17 goals which are:

  1. No poverty
  2. Reduced Inequalities
  3. Sustainable Cities and Communities
  4. Responsible Consumption & Production
  5. Climate Action
  6. Life Below Water
  7. Life on Land
  8. Peace, Justice & Strong Institutions
  9. Partnerships
  10. Reduced Inequalities
  11. Sustainable Cities and Communities
  12. Responsible Consumption & Production
  13. Climate Action
  14. Life Below Water
  15. Life on Land
  16. Peace, Justice & Strong Institutions
  17. Partnerships

Governments and Businesses throughout the world are frequently asked by investors how they are affecting the communities and environment through their activities; how they treat their workers and whether they have equality policies to name a few.

The UN goals give investors a framework of criteria to judge each investment they make. Many investment fund management groups have established funds on these and preceding UN criteria.

These funds may perform differently to a non-screened investment fund as they often hold a much lower number of businesses.This could mean the fund is more volatile than a non-screened fund. In addition to investing the shares, an investor can also lend money to these businesses and government projects without those high levels of volatility. Together this can make for a good investment portfolio.

There are several funds with long term track records over more than ten years. Many funds have been established in the last three years in reaction to the demand from investors for a way to have a positive impact on the world through investing.

This article cannot in a few words capture all the actions you might take to invest responsibly, and I suggest you click here for further reading.

When you are ready to reinvigorate your investments in a responsible way, come and explore the options with us. We offer video meetings and have a secure Personal Finance portal to be able to share the research we carry out for you. If you wish we can also set up and manage portfolios to suit you with at least annual reviews so you always know what is changing and can make decisions as needed.

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Would you like to receive other up to date articles like this on accounting, tax and financial matters?

Any reader interested to book an appointment with a one of our Financial Planners to discuss how you might invest responsibly should email info@kirkrice.co.uk.

Read another blog on responsible investing.

Please note: answers are given for general guidance only and specific advice should be taken before acting on any of the suggestions made. The information is based on current tax legislation which may change in future. The FCA does not regulate tax and trust advice.