Heartwood Investment Management has launched two multi-asset strategies aimed at combining a total return approach with ethical selection criteria.
The strategies will be managed by Benjamin Matthews, investment associate at Heartwood and will incorporate both negative screening to avoid exposure to socially harmful activities, and a positive overlay to create tilt towards investments with a clear social or environmental benefit. The portfolios are specifically screened to exclude exposure to tobacco, weapons manufacturing, gambling, alcohol and pornography.
Matt Hollier, head of Investment Product at Heartwood Investment Management comments on the launch: “Heartwood has wanted to offer ethical investment options to our clients for a significant period and have conducted substantial research in this area. Our belief is that we are now at a point where there is a sufficient range of high quality ethical investment instruments such that we can build high quality global multi asset portfolios that can deliver appropriate returns to our clients.”