Investment decisions today that shape the world of tomorrow
At Bowmore Asset Management we believe your investment strategy should reflect, not just your objectives when it comes to performance, but your personal values and principles too.
For many of our clients, those values and principles are shaped by concerns about the future of the planet and the way we treat our fellow humans.
If you are concerned about the health of the world your children and grandchildren will inherit, then you may want to build an ESG portfolio.
An ESG approach to investing seeks both strong financial returns and positive environmental and social change.
Our ESG proposition
Positive changes in these areas will help to address
the worlds sustainability and social challenges.
How do we do it?
The Investment Process for Bowmore’s ESG portfolios is very closely aligned to the process used for our core mandates. Asset allocation is dictated by our asset allocation committee, who meet on a quarterly basis and take a short and long-term view of markets and macro- economic events to establish the asset allocation in portfolios.
We aim to strike a balance that provides a rigorous ESG screening process whilst not compromising investment performance (using a positive screening process). We search for companies that already align to our ESG principals, who are making progress and significant investment in order to ensure that the business improves it sustainability score in the future.
ESG & SRI FLAGGING
We use various financial data providers that give us a vast amount of investment information and detail on investable securities. For the ESG fund selection process, we first utilise ESG and SRI (Socially Responsible Investing) flags to shrink the larger universe down to ethically focussed funds.
Making an impact
How you invest your money could have a far bigger impact than you realise. For example, did you know that making your pension green is 21 times more powerful than some lifestyle choices like minimising flying, turning vegetarian or switching energy provider?*
Fund selection process
Resulting in a diversified buy list which has a sustainable bias, without compromising our core asset allocation views.
The Bowmore portfolios are continuously monitored by our investment team to ensure the investment strategy and underlying holdings remain accurately aligned to each portfolio’s risk profile.