Serious about sustainable investing

Take a 30-second journey to create your personalized guide to sustainable investing. Select all the options that are relevant to you in each step. Then generate your toolbox and enjoy content crafted around your interests.

Where are you on your sustainable investing (SI) journey?

Just starting out? Wanting to add sustainable investment assets to an existing portfolio? Or ready to commit to a fully sustainably invested portfolio? Select the approach you think is right for you.

  • Lady at the swimming pool

    Dip your toe in SI

    Interest in SI is rising, especially for High Net Worth Individuals, affluent Millennials and HENRYs (High Earners, Not Rich Yet). But how to go about it? Can you invest sustainably and achieve financial returns? Discover how to get started with SI.

  • People looking at the tree

    Run an SI portfolio alongside your existing investments

    Investors can experience the potential portfolio benefits of sustainability by choosing to run a diversified portfolio. If you are on the fence about completely switching to a sustainable portfolio, this approach may help increase your confidence.

  • A man, a path and a landscape

    Completely switch your investments to SI

    Will you go all-in? Following the example of institutional investors, private investors can choose to invest all of their assets with a sustainable lens. Discover why and how to build fully sustainable portfolios across asset classes and strategies.

What’s your approach?

Exclude specific characteristics? Integrate with your existing portfolio metrics? Or demonstrate clear impact from your investments?

  • Forklift at work

    Exclusion

    If you’re concerned about a specific issue, for example climate change, the fund manager or investment adviser can exclude companies or sectors contributing to climate change.

  • Woman picking something with tweezers

    Integration

    With an integration strategy, investment managers consider ESG criteria alongside traditional financial metrics in their analysis of issuers.

  • Old weighing scale with environment and buildings on both ends

    Impact

    Impact investment works through finding opportunities to make a difference, and to get quantifiable proof of results.

Which strategies work best for you?

Sustainable investing is available across a range of strategies and asset classes.

  • Green landscape behind curtains

    Sustainable equities

    Companies that demonstrate leadership on environmental, social and governance issues and concern around sustainable themes, like renewables and biotechnology, or education and healthcare.

  • US Banknotes with the one at the top looking like a lawn with two trees

    Sustainable fixed income

    Green bonds, issued by companies and governments to finance environmental projects, sustainable municipal bonds, Multilateral Development Bank bonds (including by the World Bank), and corporate bonds issued by sustainability leaders.

  • Crane and 3 green rooftops

    Sustainable private investments

    Private equity and debts funds and direct investments into private companies, with the intention to create measurable and meaningful positive impact on people and the planet.

Where should your assets work hardest?

  • Man looking at green trees and wind turbines and factories at the background

    Pollution and waste

    Investors want to know how effectively companies manage Pollution, recycling, waste, the environment, and biodiversity issues.

  • Polar bear standing on the iceberg

    Climate change

    For a growing number of investors, climate change is their number-one Environmental, Social and Governance concern. And it’s gaining pace.

  • Hands holding water

    Water

    With water scarcity a growing threat, investors can emphasize how effectively and efficiently companies manage their water consumption.

  • People at the meeting

    People

    Investors and consumers who care about sustainability expect fair treatment of people throughout the supply chain.

  • Man directing light on architectural model

    Product and services

    Companies’ innovation around products and services is propelling us toward a more sustainable future.

  • People sitting at the table looking like a green leaf

    Governance

    Whether companies are run ethically or by a diverse board matters for their performance, and to investors.

Would you prefer actively or passively managed funds – or a mix of both?

  • Conductor

    How to do actively managed SI

    Active managers who have time, resources and options can dig deeper and get better solutions for client outcomes.

  • Man reading a book

    How to do passively managed SI

    Assets are selected to track a chosen index, and the variety of sustainable indexes is multiplying.

Select as many as you want

Where to start 1

Where are you on your sustainable investing (SI) journey?

Just starting out? Wanting to add sustainable investment assets to an existing portfolio? Or ready to commit to a fully sustainably invested portfolio? Select the approach you think is right for you.

Portfolio strategies 1

What’s your approach?

Exclude specific characteristics? Integrate with your existing portfolio metrics? Or demonstrate clear impact from your investments?

You have not selected a topic, are you sure?

Asset classes 1

Which strategies work best for you?

Sustainable investing is available across a range of strategies and asset classes.

You have not selected a topic, are you sure?

ESG criteria 1

Where should your assets work hardest?

You have not selected a topic, are you sure?

Investment styles 1

Would you prefer actively or passively managed funds – or a mix of both?

You have not selected a topic, are you sure?