Results of client ethical views survey

As many of you are probably aware we have a survey on our website entitled ‘What are your ethical concerns?’ We’ve put this up to find out what people’s ethical views are, mostly so we can further understand what funds we should be researching to add to our portfolios to better suit our clients.

The results are as follows:

·         100% of people would be concerned if their pension or investment was supporting animal testing for non-medical purposes, such as perfume or cosmetics

·         100% of people would be concerned if their pension or investment was supporting the intensive farming of animals.

·         100% people would be concerned if their pension or investment was supporting the manufacture of armaments.

·         87.50% of people would be concerned if their pension or investment was supporting climate change/fossil fuels-the extraction and exploration of fossil fuels.

Luckily, all our portfolios are now fully divested. Ensuring that our clients’ pensions and ISAs benefit from all the research and attention you would expect from a wealth manager, whilst helping the transition to a sustainable economy and relationship with the world.

·         87.50% of people would be concerned if their pension or investment was supporting gambling.

·         100% of people would be concerned if their pension or investment was supporting human rights violations.

·         62.50% of people would be concerned if their pension or investment was supporting pornography.

·         88.89% of people would be concerned if their pension or investment was supporting tobacco.

These results are intriguing and help us better understand what clients would possibly want in their portfolios, allowing us to narrow down our research.

We aim to keep these results regularly updated and shared with you to give you a brief look at what other people’s thoughts and ethical issues are.