Institutional Advisory Service
Rathbone Greenbank Investments can provide advice to pension funds and charities on how to integrate social and environmental issues into their investment strategies. The services on offer include:
We are currently working with a number of pension funds and charities, who are concerned to align their investment strategies with the ethical, social and environmental concerns of their stakeholders. The Rathbone Greenbank team has been at the forefront of SRI since 1992, and can provide independent, expert socially responsible investment advice, which most organisations do not have access to in-house. Please contact us if you would like more information on our Institutional Advisory Service.
Rathbone Greenbank Investments can provide advice to pension funds and charities on how to integrate social and environmental issues into their investment strategies. The services on offer include:
- training on the different approaches to SRI
- information on and interpretation of SRI performance and policy
- advice on investment strategy and asset allocation, including the use of benchmarks and risk criteria
- fund manager selection and evaluation, if appropriate
- information on and approach to governance issues
- analysis of performance and adherence to SRI.
We are currently working with a number of pension funds and charities, who are concerned to align their investment strategies with the ethical, social and environmental concerns of their stakeholders. The Rathbone Greenbank team has been at the forefront of SRI since 1992, and can provide independent, expert socially responsible investment advice, which most organisations do not have access to in-house. Please contact us if you would like more information on our Institutional Advisory Service.



