Charles Stanley has brought a range of sustainable model portfolios to market.
Run in-house, the four portfolios are managed by Jane Bransgrove, investment director and member of Charles Stanley’s responsible investment committee, and the Charles Stanley Asset Management team supported by the wider research team.
Each portfolio combines active and passive funds to keep costs down for clients, and currently has an AAA MSCI ESG rating. They are risk-rated by Dynamic Planner, Synaptic and Defaqto.
“I’m extremely excited to launch the responsible models to the market,” said Dan James, head of asset management and chair of the responsible investment committee.
“COP26 and net-zero targets, have put environmental concerns front of mind. The Covid-19 pandemic has reinforced consumer interest, with our recent research finding more than half (51%) of UK adults say the pandemic has increased their desire for investments with a sustainable focus.”