However, there are a lot of different labels – ethical, impact, green, sustainable, to name but a few. This means you can see the impact your investments are having, whether you own an SRI portfolio or not. [2] https://uksif.org/wp-content/uploads/2019/04/Oil-Pressure-Gauge-survey-booklet-2019.pdf, As with all investing, your capital is at risk. We’re really pleased with this performance, but we recognise that some of our customers would like to examine the performance of socially … Affluence is a clear priority for a large portion of the respondents, as nearly half of our interviewees rated being wealthy as important or very important to them. But do they have a natural home in socially responsible portfolios, and if so, how are they assessed for environmental, social and governance factors? Costs have also come down this year, too2. In light of recent events, many of us are seeing old behaviours in a new light – and that includes investing. Unlike the fully managed portfolios, the fixed allocation portfolios do not dynamically alter in response to prevailing market conditions. 552016, registered in England and Wales, no. But what of its impact on purchasing decisions? Arguably now more so than ever. Nutmeg app available. Nutmeg is a discretionary manager, but investors can also access financial advice. Next in importance was environmental issues, with 39% of investors saying they’d “likely” change their portfolio if their investments were bad for the environment, for example, funding businesses with heavy carbon emissions, or creating pollution and waste. Finally, over a third (35%) said they’d choose another portfolio if they discovered their existing one invested in areas such as governance concerns, like business ethics and tax transparency. The more I support businesses that are not socially responsible, the more they will grow.”. Nutmeg® is a registered trade mark of Nutmeg Saving and Investment Limited, authorised and regulated by the Financial Conduct Authority, no. Those surveyed were least concerned about executive compensation – the pay that business leaders receive from their companies – with only 4% of women choosing this option, and 12% of men. Tax treatment depends on your individual circumstances and may be subject to change in the future. According to our recent research, social concerns – such as working conditions and human rights abuses – were rated as the most important, as over half of investors (54%) said they would “likely” change their portfolio if they found it didn’t support positive behaviour in these areas. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. This is especially important for long-term investments like pensions and Junior ISAs, that have the best chance of potential growth as they are typically invested over a long period of time. Employed and self-employed tax calculator, United Nations’ sponsored Principles for Responsible Investing, Find out more about socially responsible investing at Nutmeg, How we developed our socially responsible scoring and portfolios, How and why we score portfolios for social responsibility.