FIVE STEPS TO TAKE WHEN CONSIDERING YOUR INVESTMENT

Reflect on your values – what are your passions and concerns and where do you want to see your money making a difference?

Consider your approach to risk – are you a safe investor; do you want to take risks; how long term is your investment plan?

Find yourself an expert or an advisor who can match your values and your risk profile to the funds that match your criteria.

Read the small print of each fund – ensure that you are investing in the right sort of companies beyond the title of the fund.

Be noisy - if you are leaving a fund or bank because they don’t offer ethical options - do let them know – this helps create change.

 

FIVE REASONS TO INVEST ETHICALLY

Personal values – you can invest in something that you care about, something that reflects your values and your priorities

Performance – historically ethical funds have added value over mainstream funds

Price – ethical investing has previously been more expensive than mainstream; however, this gap is growing smaller by the year

Planet – take better care of our planet

Pleasure – it is really rewarding to see your money making a difference, and driving change