Cazenove Capital marks its 3rd anniversary with five new sustainable model portfolios

Oct 20, 2019 | Business

Cazenove Capital marks its 3rd anniversary with five new sustainable model portfolios

Oct 20, 2019 | Business

Cazenove Capital, a Schroders Group firm, is taking its sustainable investing goals to the next level with the launch of five new actively managed sustainable model portfolios.

The investment firm is targeting investors who consciously choose portfolios making a positive impact on social and environmental causes.

It is important to note that Cazenove Capital has launched these funds to mark the third anniversary of its model portfolio service. These funds include a vast range of assets for investors with different risk appetites.

Schroders Group revealed some interesting insights from its Global Investor Survey surrounding the changing investor perception. The survey indicates that over 61% of global investors feel it necessary for investment firms to pay attention to sustainability factors. Another 57% of investors take into account sustainability practices while choosing an investment.

Investment experts of the firm highlight a global trend of conscious investing among customers. The modern investors want their money to be used for ethical causes without jeopardising their returns.

These portfolios will be created by investing in a combination of funds with proven ESG thresholds, thematic funds that focus on services or products surrounding renewable energy, education, and similar industries.

Cazenove is banking on the in-house team of ESG specialists at the Schroders Group, leaving nothing to third-party ESG rating agencies. It is important to acknowledge the expertise of the ESG analysis panel of the firm, which has 18 ESG specialists with a proven track record of over 20 years.

Cazenove’s model portfolios will be accessible through multiple adviser platforms.

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Investment advice and investment advisory services offered and provided through Blacktower Financial Management US, LLC. This communication is for informational purposes only based on our understanding of current legislation and practices which are subject to change and are not intended to constitute, and should not be construed as, investment advice, tax advice, tax recommendations, investment recommendations or investment research. You should seek advice from a professional before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.

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