Smith & Williamson are signatories to the United Nations supported Principles for Responsible Investment and the UK Stewardship Code. As such this means that we are Responsible Investors, so we seek to invest our client portfolios in businesses that operate in a responsible manner. In practice this means that we incorporate the Environmental, Societal and Governance (ESG) issues, as well as financial issues when building a portfolio, and we use stewardship (active ownership including voting) to encourage firms to improve their ESG reporting and strategic thinking, so that all relevant factors are properly considered when assessing risk and reward. What it doesn’t mean is that we are imposing our own values on our clients. As bespoke discretionary managers clients are free to tilt their portfolios to their own constraints.
The UN Sustainable Development Goals
Responsible Investment Policy
S&W Voting Policy
S&W SRD II Engagement Policy
United Nations Principles for Responsible Investment (UN PRI)
Carbon Pricing Primer
Is COVID-19 the end of Responsible Investing?
30/04/2020 - Over the past few years Responsible Investing, often known as (Environmental, Social and Governance (ESG), has surged in popularity, with more investors wishing to influence positive change with their money. The wider investment industry came to understand that more responsible companies are likely to still be trading in the long-term. However, for every trend there are critics.