Responsible investing

Responsible Investing.

The world we are living in is not sustainable and the time to act is now. At KWM, we believe that we all have the power to make a difference. For us. For our children. For our families. For everyone. Together, we’ll help you to achieve financial security and create the future that you want – all whilst leaving a positive impact. 

Responsible investing doesn’t have to be a trade-off between doing the right thing and achieving long-term returns. We all have the ability to make an impact and we want to ensure that your financial planning journey is not just one that produces the desired results, but also one that you can be proud of.

Investing responsibly and having a positive impact is not just the right thing to do; there is a compelling case for it. 

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise.  You may get back less than the amount invested.

The future of the natural world, on which we all depend, is in our hands.

DAVID ATTENBOROUGH, THE NATURAL HISTORY MUSEUM, 2023.

Did You Know?

Do you recycle at home? Use a bag for life when shopping? Walk short journeys instead of drive? We all try to do our bit to help make the World a better place. However, did you know that investing your pension and/or savings in a responsible way can be more effective than some of the things we all do every day?

As a Principal Partner of St. James’s Place, KWM’s client investments are empowered by commitments made by St. James’s Place to invest responsibly. As guardians acting on behalf of our clients, both KWM and St. James’s Place recognise our own responsibilities to drive long-term positive change. St. James’s Place are committed to not only delivering great client outcomes, but also to being a leading responsible business, embedding responsible and sustainable decision making in all that they do. These values are aligned with our own values at KWM. Responsible investing is no longer solely of interest when considering the effect our money has on the environment, society and corporate governance; it also makes financial sense.

Responsible investment is key to achieving long-term, sustainable returns.

READ MORE ABOUT THE 100 YEAR LIFE HERE

 

Climate Change Crisis

Why is just a 1°c temperature rise such a big deal?  Persistent hotter and drier weather, along with other human factors, cause global warming, responsible for more fires, melting ice sheets, rises in sea levels, flooding to coastal regions among other issues.  Climate change can influence extreme weather, meaning more major & intense storms, floods, rainfall and snowfall, and longer, more frequent droughts, crippling and damaging crops and other food production.  These rapid changes are largely caused by human activity, and so it is humans who can act to stop and combat it now to prevent some of the worst effects of climate change, repairing and building a better world for you and your children.

At KWM we believe that it is important that the fund managers we recommend are aware of the major environmental, social and governance issues surrounding the businesses they invest into and how our clients’ money is run.

Working together with SJP, we strive to deliver financial wellbeing in a world worth living in.

Nature is Everyone’s Business

KWM Wealth is a signatory of Business for Nature’s Call to Action, ‘Nature is Everyone’s Business’.  Alongside over 1,000 other companies, we’re calling on Governments to enact ambitious policies for nature so that together we can reverse nature loss in this decade. You can read more here 

Responsible Investing

Responsible investing is not just about the funds but involves having a ‘responsible’ mindset. This includes how we think, how we work and how we deliver you great outcomes. Responsible investing doesn’t have to be a trade-off between doing the right thing and achieving long-term returns.  Over the long-term, businesses that are conforming to high standards from an environmental, social and governance point of view, and committing to genuine sustainability, are those that are also likely to have the brightest future. 

Some examples of the different themes that your invested money can assist in helping to invest responsibly for the benefit of our futures are listed below. Please note that not all the funds that we recommend invest in all or even some of the below themes, and therefore the below is illustrative only.

Clean Energy
Climate Action
Education
Food Security
Green Technologies
Healthcare
Human Rights
Reduction of plastic & waste
Reforestation
Water Efficiency

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Will Martindale

Will Martindale

It is important to feel honesty and authenticity when working with a wealth management company. In my experience, with KWM, not only are they excellent at providing caring & effective financial advice, but it is done with authenticity for the responsible investing values and beliefs that they hold. The responsibility to create a more sustainable world sits with us all, and so knowing that 100% of my investments with KWM are being managed responsibly is important. There is no point in investing for our futures, if we are destroying the future that we are investing for, and that is why I am delighted to take KWM’s investment advice, as I know my investments are not only positive for my own financial future, but they are also having a positive impact.

Group Head of Sustainability at Cardano, former Director of Policy at UNPRI

Financial Wellbeing in a World Worth Living In

The way we invest needs to become a force for good. At KWM, we believe that we all have the power to make a difference. Through fund manager engagement, annual assessments and ESG data, St. James’s Place ensure that for our clients’ funds, responsible investing doesn’t have to be a trade-off between doing the right thing and achieving long-term returns. We want to ensure that your financial planning journey is not just one that produces the desired results, but also one that you can be proud of.

Together, we’ll help you to achieve financial security and create the future that you want – all whilst leaving a positive impact.

United Nations Principles of Responsible Investing

The United Nations PRI is an industry association which promotes the integration of environmental, social and governance (ESG) factors into investment and ownership decision making. The PRI have defined six aspirational principles which provide a blueprint for investors to incorporate ESG issues into investment practice. Through implementing these principles, signatories contribute to developing a more sustainable global financial system.

We are proud that via St. James’s Place, 100% of the investment funds we recommend to our clients are committed to adhering to the PRI. Together, we’ll help you to use your money to create a positive impact.

Go Paperless!  Do You Have An Online Account?

You can reduce paper usage by signing up to an online account. By opting for online correspondence, you have an opportunity to make a positive impact on the environment, reducing both yours and our carbon footprint, creating a healthier environment for us now and for future generations. Please click here to set up your online account.

CSR & Giving Back

Read more about KWM’s corporate social responsibility and some of the initiatives and charities that we support by clicking here.

KWM’s Promise

To only work with investment managers who adhere to PRI as per SJP’s recommendations
To play our part by committing to reduce our carbon output
To promote and educate future generations of responsible investing
To reduce our use of paper and plastic.
To think before we print
To be good ancestors in everything we do
We're ready to help