Our decisions support people-and-planet
"We do not treat responsible investment as a tick-box exercise or a compliance label Through becoming a shareholder & investor, there is a strong argument that you are directly complicit & should remain conscious of the wider outcome(s) resulting from your investments We believe investment decisions should aim to support…"
Read more19/08/2026Max Leslie
All positive labels need verifiable proof
"We take greenwashing risk seriously. Greenwashing is not just a marketing problem. It is an investment risk We do not rely on labels, marketing claims, fund names or headline statements when assessing whether an investment is genuinely suitable from a responsible investment perspective We want to understand what the investment…"
Read more19/08/2026Max LeslieWe consider a wider range of factors
"While others only focus on financial return, we continue asking deeper questions about the risks of environmental harm, negative social impact, unfavourable stewardship, poor corporate behaviour, and genuine, long-term sustainability We believe this should be a core part of good investment thinking, not an optional extra At other firms, these…"
Read more19/08/2026Max LeslieWe push for answers to questions you don’t know to ask
"Our primary role is to ensure that we only recommend investments & shareholding in companies that align with your values & preferences Where we become aware of new information relating to your investments, we will inform you of our findings as well as pro-actively engage the relevant fund manager(s) to…"
Read more19/08/2026Max LeslieOther investment managers are only focused on financial return
"Most of the industry still stops its review of potential investment recommendations after determining financial merit (i.e. Our 1st Test above) We have observed that a typical approach followed by others is to begin with the widest possible market, then build a portfolio focused only on risk, return, cost, and…"
Read more19/08/2026Max Leslie
