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Combining profit with purpose

Socially responsible investing (SRI)

At Evans and Partners, we ensure our clients are able to achieve their unique objectives by having available a suite of best-in-class SRI solutions. We also provide comprehensive environmental, social and governance (ESG) information on our investment products, enabling clients to make informed choices consistent with their individual values.

We classify SRI approaches into four distinctive styles – integrationvaluesthematic or impact – recognising that different investors approach ESG differently.

Integration

Improve risk and/or
return

 

Values

Avoid ‘harmful’
products or industries

 

Thematic

Exposure to 'sustainable'
investment themes

Impact

Contribute to
solutions

SRI is an investment process which formally incorporates ESG criteria, either alongside traditional financial analysis, or on its own. 

We have a range of options available for clients across the SRI spectrum, from investment solutions that focus on avoiding harmful products or industries through to strategies that contribute to social and environmental outcomes.


Traditional investment approach

Focused on profit maximisation only.

Socially responsible investment (SRI) approach

Focused on the impact an investment has on a broader array of stakeholders. This includes staff, customers, natural capital, and the broader community.

 

For further information see our introduction to socially responsible investment (SRI).

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