Make a difference without compromising on returns

The Ethical range of portfolios contain a blend of funds that target ethical, social, environmental and sustainable considerations, whilst providing the best prospects for protecting and growing clients’ wealth.

Ethical/Sustainable

Include funds that invest in companies using accurate and transparent accounting methods and those that allow shareholders to vote on important issues.

Exclude funds believed to invest in companies with poor leadership and shareholder rights, or those that engage in illegal behavior or use political contributions to obtain favorable treatments.

Social

Exclude funds that invest in companies actively involved in sectors considered detrimental to society as a whole including the tobacco industry, gambling, alcohol, weapons and armaments or pornography. Also exclude funds that invest with companies considered to have a negative impact on human rights.

Environmental

Include funds that invest with companies taking real and deliverable steps to reduce and manage their environmental impact, or companies that provide environmental services or technology.

Exclude funds believed to invest with companies having a negative impact on the environment, or with no specific policy on how they manage their environmental impact.

UK Sustainable Investment and Finance Association

TAM is a member of UKSIF (UK Sustainable Investment and Finance Association). UKSIF promote responsible investment and other forms of finance that support sustainable economic development, enhance quality of life and safeguard the environment.