Hawksmoor unveils “Sustainable World” portfolio

Hawksmoor Investment Management has become the latest discretionary fund manager to launch a portfolio focussed on sustainable investments.

Hawksmoor Investment Management has become the latest discretionary fund manager to launch a portfolio focussed on sustainable investments.

The investment group announced the launch of its Sustainable World Balanced Model Portfolio on Tuesday, which it billed as an extension of its Model Portfolio Service combined with expertise gained from its Discretionary Ethical Portfolio Management Service.

The newly launched Model Portfolio is being marketed to investors with a ‘moderate’ risk profile.

James Clark, senior fund analyst and portfolio manager at the company (pictured), said in a media statement, that the new portfolio will “utilise a growing universe of high-quality funds, forming an innovative investment solution for ethically-minded clients of financial advisers.”

Clark’s colleague, Jim Wood-Smith, the company’s head of research and Private Clients’ CIO, added that the launch is a response to increasing demand for investments with a sustainable focus.

He explained: “The Sustainable World Balanced Model Portfolio helps to fill a huge gap for the ever-increasing number of clients wishing to invest sustainably and ethically. We are very excited to be bringing this to the adviser marketplace.”

Funds included in the portfolio will be measured against the in-house research team’s criteria on impact, integration or exclusion.

Impact funds are those deemed to be investing in companies that make a positive impact on the environment or society.

Integration funds are those which include investments in companies that demonstrate positive characteristics and are exposed to positive themes such as renewable energy and sustainable transport.

Exclusion funds are those strategies which exclude investment in companies whose products or services are damaging to the environment or to society.