Sustainable Investment

Socially responsible investing, social investment, sustainable socially conscious, “green” or ethical investing, is any investment strategy which seeks to consider both financial return and social/environmental good to bring about social change regarded as positive.

ESG Funds

ESG funds are funds that focus on investments that have a positive impact on environment, social and governance issues. To learn more about the best ESG funds in the Irish marketplace, please contact us.

Moving to ESG Investment

If you would prefer your pension and investments to have more of a focus on sustainability, we can assist you with the process of amending your existing portfolio.

Sustainability Factors – Investment/IBIPS/Pension Advice
When providing advice, the firm considers the adverse impact of investment decisions on sustainability. As part of our research and assessment of products, the firm will examine the Product Providers literature to compare financial products and to make informed investment decisions about ESG products. The firm will at all times act in the client’s best interests and keep clients informed accordingly. The consideration of sustainability risks can impact on the returns of financial products.


Remuneration policy:
We are remunerated by commission and other payments from product producers. When assessing products, we will consider the different approach taken by product providers in terms of the rating sustainability risks into their product offering. This will form part of our analysis for choosing a product provider.