Introduction to green investing

Green investing can help you build your wealth over the long term. Whether you want the means to buy your dream house, retire in luxury or give your grandchildren a better start in life, choosing green fund investments can help you achieve your long-term financial goals. This is about investing in environmentally-friendly companies that are helping to tackle the climate crisis and recognising that such companies are perhaps the best positioned to thrive in the future.

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What is green investing?

Green investing is a sustainable investment approach focused on using your money to generate profit while also having a positive impact on the environment. You’re supporting companies that are reducing their environmental impact, increasing biodiversity and protecting communities most affected by climate change.

When you make green investments, you normally invest your money into a fund comprising different companies, selected because of their ability to generate long-term financial returns and for their positive impact on the environment.

A fund is one of the most popular and easy ways to invest. They are an investment where many investors pool their monies and invest in different types of assets, including bonds, shares and property. Funds are run by a manager, who works on behalf of all investors to oversee the fund’s investment strategy and trading activities. Finding a green fund (and there are lots out there) that meets your own personal objectives and circumstances is the job of a financial adviser.

How do you make green investments?

How you go about green investing depends on your financial objectives and the strength of your values. If you have strong values, you can screen against environmental factors to make sure the funds you invest in are aligned to your moral beliefs.

You might use negative screening to do this, which can be used to exclude specific businesses and industries from your green investment portfolio. For example, you could exclude businesses with a high carbon footprint or a “sin industry”, such as oil or tobacco. Another approach is positive screening, which can be used to include businesses that have strong environmental policies and are working hard to tackle global warming.

If your priority is to make a profit, green investments can still help you achieve your financial goals. Established environmentally-friendly businesses are primed to be successful in the future. And you can also invest in green funds alongside more traditional funds to hedge against other areas in the market that may not be doing well, helping you manage risk.

Why use a financial adviser?

Making a green investment without a financial adviser is like completing a complicated divorce without a lawyer. The process requires many hours of in-depth research and a high level of technical expertise and experience.

At Chase de Vere, our independent advisers cut through the complexity of green investing, securing a rewarding financial future for you and your loved ones. They provide a highly proactive and responsive service that helps you:

• Understand what you want from green investing
• Respond rapidly to market changes
• Identify greenwashing and react accordingly
• Ensure your portfolio stays profitable
• Build your wealth while igniting positive progress

Achieve your financial and environmental goals seamlessly. Along the way, build a rewarding relationship that can last across generations. With Chase de Vere, a positive and impactful financial future is yours for the taking.

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Our process

Understand priorities

We’ll help you identify what you want out of your green fund investments by asking you specific questions about your financial and ethical goals. This will aid us in uncovering your ideal green investment style.

Identify funds

We’ll spend time researching the best green funds investments to go in your portfolio based on your preferences. Each fund undergoes regulatory and compliance checks for greenwashing and risk assessment.

Portfolio creation

Gain a green investment portfolio containing best of breed funds. You can manage your portfolio as much or as little as you like depending on your service preferences.

Ongoing support

We can keep you updated on your portfolio’s performance via regular reports. Stay in the loop with essential information, including a current valuation, Performance Commentaries and Portfolio Change notifications.

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