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Combining profit with purpose

Sustainable investing

Many clients want their money to do more than multiply. They want it to either invest in companies they believe are helping to make the world a better place or avoid those they believe are making it worse. The combination of selecting companies based on both societal and financial returns is the basis for sustainable investing.

As an Evans and Partners client, you have access to a comprehensive framework which incorporates investment screening, measurement of environmental, social and governance (ESG) performance, sustainable investment research and specialise industry expertise provided through a combination of our group-wide resources and best-of-breed partners.

Recognising that financial markets vary in their approach to ESG, we believe there are three distinctive investment styles associated with sustainable outcomes, each with a different philosophical approach.


Avoid harm by excluding investments exposed to products or industries ‘harmful’ to people or the planet.

For example, investing in an exchange traded fund that excludes the tobacco industry.


Benefit stakeholders through investments exposed to broad sustainability or ESG themes.

For example, investing in a managed fund that targets businesses exposed to the renewable energy sector.


Contribute to solutions through investments with direct, measurable social or environmental impact.

For example, investing in a social impact bond with the proceeds used to fund social housing.

Tailored approach

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

Breadth of options

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

Transparent information

Complementing E&P’s team of top-ranked equity analysts, clients and advisers have access to resources from world-leading ESG research and ratings provider, Sustainalytics.

Comprehensive reporting

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

Research & education

We provide ongoing research, education, and events 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.

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