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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

William Hart

Director, ESG

Our SRI framework is overseen by our in-house ESG specialist, William Hart. As Director of ESG, Will is responsible for the development, oversight and execution of the firm’s ESG capability. Will has extensive experience in the integration of ESG within investment frameworks, regularly assisting high-net-worth individuals, not-for-profit and foundation boards on the implementation of SRI principles within their own investment portfolios.

Having joined the business in 2013, Will has more than 10 years’ experience within finance and management, having previously held roles across asset management, capital markets and investment research. Most recently Will worked as a portfolio manager, responsible for a large-cap equity strategy focused on ESG leaders within the domestic market.

Will holds a Bachelor of Commerce from the University of Melbourne in addition to a Master of Applied Finance from Macquarie University, graduating each with high distinction.

P: +61 9411 4091

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All information contained in this website, including any attachments or presentations, should be considered as general information only and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information contained in this website you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. If the advice relates to a financial product that is the subject of a Product Disclosure Statement you should obtain a copy of the PDS and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indicator of future performance and future returns are not guaranteed.  Any opinions and/or recommendations expressed in this material are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein.