ESG Sustainable Portfolios

Consider an ethical and sustainable investment strategy.

Discretionary Investment Management

ESG Ethical and Sustainable Portfolios

Sustainability and fair opportunity have led to investors pursuing the concept of a healthy balance between investment returns and the long-term preservation of our natural resources and the respectful treatment of labour and equality.

Socially responsible investment (SRI) and the use of Environmental, Social and Governance (ESG) investment criteria to guide investments has moved into the investment mainstream. There is now overwhelming evidence that sustainable investment can deliver comparable returns with traditional investments and also offer opportunities for outperformance based on reduced risk.

Many private investors want a more active, objective driven approach. There is a realisation that ESG focused investments are not just philanthropic but a way to future proofing your investments where performance need not be compromised.

We are able to offer through the Crossing Point Green Path portfolios a positive approach to ethical and sustainable investment. This is achieved by integrating environmental, social and governance (ESG) considerations into the investment processes.

Client Story - Investment Advice

Someone you can trust
Elizabeth Roberts

It’s Chris’s personal approach that makes all the difference to me, it makes such a difference having someone you can trust. When my husband died, I was very fragile, and Chris understood that.
Chris Davies

Chris Davies

Chartered Financial Adviser View Profile

Chris Davies

Chartered Financial Adviser
Phil Johnson

Phil Johnson

Independent Financial Adviser View Profile

Phil Johnson

Independent Financial Adviser
Kevin Jones

Kevin Jones

Independent Financial Adviser View Profile

Kevin Jones

Independent Financial Adviser
Tomiko Evans

Tomiko Evans

Investment Research Analyst View Profile

Tomiko Evans

Investment Research Analyst

Call 01792 477763 today or contact us and we'll take the time to understand your financial objectives before recommending a solution that's right for you.

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