Our approach to ethical and responsible investment is distinguished by:

• our focus on our clients' individual needs - all our portfolios are individually tailored;
  
  
• the importance we place on providing information on the ethical and financial thinking behind our investment decisions.

We recognise that every investor has different ethical priorities and financial requirements, and to help us understand your particular interests and concerns we ask all clients to complete an ethical questionnaire. We then review these preferences with you in more detail and discuss any significant financial implications.

Based on this we structure a portfolio of investments that offers sound financial prospects, while reflecting your values and interests. In doing this, your investment objectives and circumstances, such as your attitude to risk, income requirements and, where relevant, tax position, remain of paramount importance.

Direct access to your investment manager means that you can discuss any important issues directly. We are keen to share and discuss our ethical research and analysis with you for example, through company profiles, regular newsletters and research on key issues. We also organise investor days where clients can meet companies and discuss issues of interest.