Socially Responsible Discretionary Portfolio Management Service

Socially Responsible Discretionary Portfolio Management Service from The Ethical Partnership

By: The Ethical Partnership  06/10/2010
Keywords: climate change, Ethical investment, socially responsible investment

 

  • model portfolios with different risk gradings to try to accommodate as many people as possible with the advantage of giving active investment management to everyone;
  • access to the whole investment marketplace which includes not only unit trusts, and open-ended investment companies but also investment trusts and exchange traded funds;
  • a built-in rebalancing program that provides investors with the opportunity to enhance growth prospects but crucially offer less risk;
  • an automatic transfer facility so that clients with large amounts to invest will maximise their annual ISA allowance each year;
  • provide income seekers with the ability to budget by selecting a fixed income which can be paid monthly by taking withdrawals from the cash account of the DPMS which is replenished by dividends.

Keywords: climate change, Ethical investment, socially responsible investment