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Heartwood Unveils Two Ethical Multi-Asset Investment Strategies

Amisha Mehta Deputy Editor London 15 September 2016

Heartwood Unveils Two Ethical Multi-Asset Investment Strategies

The investment arm of UK-based Heartwood Wealth Management has boosted its multi-asset offering, this time with an ethical focus.

Heartwood Investment Management has launched the Ethical Balanced and Ethical Growth strategies. 

The strategies have risk/return profiles that are aligned with Heartwood’s total return Balanced and Growth investment strategies, but are implemented using investments that meet appropriate ethical criteria.

Managed by Benjamin Matthews, the strategies will use both negative screening to avoid exposure to socially harmful activities, and a positive overlay to create tilt towards investments with a clear social or environmental benefit. The portfolios will be specifically screened to exclude exposure to tobacco, weapons manufacturing, gambling, alcohol and pornography.

“Clients across the board are increasingly looking to have portfolios managed in a way that is aligned with their values and ethical concerns,” said Noland Carter, head of Heartwood Investment Management.

“With these globally diversified ethical strategies, clients will benefit from Heartwood’s expertise in building and managing multi-asset portfolios, but will also be able ensure their investments have a positive social impact. We believe this approach is attractive to a wide range of private investors, charities, trusts and institutions.”

Heartwood had over £2.5 billion ($3.3 billion) of assets under management and administration as at 30 June 2016.

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