Tatton was one of first investment managers to provide risk-rated discretionary ethical portfolios. It became clear from discussions with Financial Advisers that many clients want their principles to be applied to their entire investment portfolio, not just a selection of funds.
We therefore created a range of ethical portfolios that allow investors to have their entire portfolio managed under the ethical considerations that they care about. We combine negative and positive screening to give clients peace of mind that their investments not only align with their principles, but also generate investment returns in line with their risk profiles.
We apply our seven-stage investment process to our Ethical Portfolios ensuring a consistent application of the discipline and standards we apply to all of our investment strategies.
Risk categories available:
Defensive Cautious Balanced Active Aggressive Global Equity