+44 (0)20 7426 5960 ethical@kasl.co.uk

Responsible Investing with a Track record

King & Shaxson began investing ethically in 2002, managing bespoke ethical portfolios long before the terms “ESG” and “Impact” were coined. The investment universe, as well as the client base, was much smaller in the early 2000s; it was largely considered a fringe market and a number of our early clients were quakers or clergy.

Back then, there was a need for good understanding and sound application of negative and positive screens. Whilst the moral and environmental drivers for ESG and Impact investing have grown considerably, the need for a solid quantitative and qualitative process remains; in particular, a need to understand a client’s ethical values to avoid disappointment.

In 2010, we created a range of model portfolios, which combined a sound investment process whilst at the same time reflecting client’s ethics by avoiding ‘sin stocks’ and investing in companies that finance solutions to the environmental and societal issues we face today.

This combination of applying a negative and a positive screen has served our clients well, and we are proud to celebrate our 20-year anniversary this year. Responsible investing with a track record!

We have been managing ethical investments since 2002

Personal Discretionary

This service is highly personal and tailored to each client’s own ethical criteria. Clients can combine a general investment account with and ISA and/or SIPP. Pivotal to the operation is the understanding of each client’s ethics which tends to leads to investments which finance solutions to environmental and social change.

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Platform Ethical Portfolios

Access a number of ethical portfolios which cater for different risk requirements and aim to meet the majority of ethical investors’ concerns. With no minimum deposit requirement, these models are available on numerous adviser platforms and seek to invest in a broad range of ethical/impact funds which are thoroughly scrutinised. All of our models are risk rated/profiled by Defaqto and Dynamic Planner.

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About Ethical Investing

Ethical investing may be a new concept to a number of advisers; that’s why we are able to offer multiple support tools, such as seminars and documents, to assist when ethical clients ask the question. Follow the link below to learn more about why ethical investing is important, how to know your ethical client, FAQs, and our ethical screening policy.

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