More and more investors want sustainable investment but going green means different things to different people. The new methodology from Partners Wealth Management will match investors with their ideal funds.
If want to go green with your investments, but feel uncertain where to look, we’ve got some good news for you. Partners Wealth Management has produced their The PWM Green Matrix, to help you out.
The wealth management firm’s Matrix is their own sustainable methodology designed to cut through the jungle of green investment terminology and ensure investors get access to products which meet their goals.
- Need a wealth manager? Find a wealth manager here.
Green investment has risen rapidly in recent times, but this is also an uncertain environment with a wide variation in approach among different providers. This methodology will help their advisers develop client knowledge and understanding about investment options, ensuring people can be matched with the most appropriate portfolio.
Their methodology rests on extensive research carried out into leading funds and fund managers in the green space in partnership with research group Asset Risk Consultants. They have filtered through more than 3,000 to identify the leading investment propositions and to create a distinct green offering for each client.
Advisors will create tailored portfolios based on their appetite for risk, performance and their thoughts on green investment. Their offering will, they say, be entirely independent which allows them to maintain the necessary objectivity to judge all green investments on their merits.
“The PWM Green Matrix is a result of an aspiration held by the firm and our clients’ to ensure a sustainable future for following generations,” said James Roberts, Managing Partner . “We have been leading the sustainable conversation with our clients to understand their thoughts and helping to educate on the opportunities and threats within green investing. The Green Matrix establishes PWM as the foremost investment independence boutique which can source the diversification and best of breed needed by clients seeking to invest in a more sustainable future.”