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"The earth has music for
those who listen."
William Shakespeare

Ethical and Socially Responsible Investing

Ethical investing starts with your ideas and principles – what you believe to be important. Views vary from person to person, as does the approach of most ‘ethical’ funds. Some funds have very strict criteria and will screen out companies that do not meet these, whereas other funds have less strict criteria and may select the best company from a group, even if it does not meet all of the set criteria.

Some funds are labelled as Socially Responsible Investments, some Ethical, some Sustainable and some Climate Change.

These screens have led to the perception that many ethical funds can underperform as they do not tend to include larger companies in industries such as tobacco, pharmaceuticals and mining (which have historically delivered strong performances).

While there is a narrower stock universe than their unconstrained counterparts, there is no evidence that following your conscience will lead to poor returns on your investment.

Some funds apply screens to avoid investing in unethical areas. The strictness of these screens can vary. For example, a fund that avoids tobacco will avoid investing in tobacco companies but may invest in companies where tobacco products are sold. A fund with a strict view will avoid investing, but a fund with a more balanced approach may invest as it is not a core business area.

Your Sterling & Law financial adviser will discuss your ideas and principles with you to help you find the
right investment.

Contact us today

If you have a query for us, please fill in this short form. We aim to respond within a few hours. 

Our Ethical and Socially Responsible Investing Advisers

Looking to discuss Ethical and Socially Responsible Investing?

Find a local adviser from the list below.

Sterling & Law has independent financial advisers covering London, the Home Counties,
and the South of England.

Contact Sterling and Law

If you have a query for us, please fill in this short form. We aim to respond within a few hours.

Please see a selection of recent reviews and testimonials our financial advisers have received

Very clear and helpful. My adviser did not try to sell me anything I did not want and got straight to the point. Very clear about charges and offered great advice. I could not have asked for a better service.
GF - Richmond
My adviser understood my situation very well. His advice and help made the whole process very simple, taking most of the strain off of my shoulders. If I needed financial advice again Sterling & Law would be my first port of call and I would recommend their services to anyone needing advice or support.
TS - Essex
My adviser made sure she completely understood me, my attitude to risk, and what I was looking for. She listened to me, and worked with me to ensure that I was comfortable with the suggested way forward. I liked the fact that she never tried to push me in a certain direction – it really felt like my choice!
SV - Greenwich
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