OUR PHILOSOPHY

Ethical investing

Investing and your ethical values.

Ethically influenced purchasing decisions are now firmly established as part of everyday life. Labels such as ‘fair trade’, ‘organic’, ‘ethically traded’, ‘recycled’, ‘sustainable’ and ‘low carbon’ have become ubiquitous. Both individuals and businesses have recognised their benefits. 

Likewise, Ethical Investing looks at not only at how investments perform but also how they affect the world around us. At its core ‘Ethical Investment’ is an investment style that incorporates your Environmental, Social, and Governance (ESG) concerns and your ethical values.

Portfolios that help reach your goals without taking more risk than necessary yet contain investments that match your values and have a positive impact on environmental and social issues do not have to be mutually exclusive.  

    We are able to recommend portfolios that aim to avoid or negatively screen out industries involved in:

    • Armaments
    • Pornography
    • Animal Testing
    • Human Rights Abuses
    • Tobacco Production
    • Environmental Damage

      While aiming to invest in companies that make positive impact or positively screen for:

      • Environmental factors – how a company approaches issues such as climate change, energy and water usage, resource management, waste disposal, the ecological impact of their products and their carbon footprint.
      • Social Factors – How a company is attuned to social diversity, human rights, consumer protection. How it works to promote a healthier and higher quality of life for staff and stakeholders and  how it behaves in a responsible way and expect the same of their suppliers.
      • Governance Factors – How a company builds and reviews its management structure and how it approaches employee and investor relations. At the board level and throughout the company, how it behaves with  transparency, honesty and integrity.

        As a firm Clara Wealth Management aims to do its part by:

        • Utilising an energy provider who supplies 100% renewable energy.
        • Commuting and seeing clients by bicycle and public transport where possible.
        • Running a paperless office.
        • Utilising video conferencing rather than travel where possible.
        • Avoiding single use plastics.
        • Making a contribution to WWF
        • Serving ethically sourced Fair-trade coffee.

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