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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
Tailored approach

We recognise that different investors approach ESG differently. We work closely with our clients to understand their individual SRI priorities.

Breadth of options

We have available a suite of best-in-class investment solutions across both asset class and SRI styles. This includes fixed income, listed equities and real assets.

Transparent information

Partnering with world-class ESG research provider, Sustainalytics, our clients have access to ESG-related ratings and performance information.

Comprehensive reporting

We have the capability to undertake portfolio reporting and benchmarking across a number of ESG metrics – including carbon exposure and controversial business activities.

Research & education

We provide ongoing research and education around broader ESG themes, trends and regulatory developments

Bespoke services

We provide additional bespoke ESG services including board education, investment policy construction and other ad-hoc consulting related to ESG.

Need more info?
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