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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.

VALUES

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.

THEMATIC

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.

IMPACT

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.

William Hart

Director, ESG

Our sustainable investing 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 sustainable investing 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