Everyone's deﬁnition of 'ethical' is different and as such, so is everyone's idea of ethical investment. The same applies to fund managers that market their funds as ethical - not all will share the same views or adopt the same strategy for selecting stocks for their funds.
Ethical investing has evolved over the years and today there are many different ethical investment strategies such as; positive and negative screening, ESG (environmental, social & governance) investment, engagement, values based investing and impact investing. All follow a different investment process for selecting stocks, but all have one common goal - to serve a broad range of socially conscious investors.
Our investment managers follow a rigorous investment process, conducting extensive research into the universe of ethically marketed funds. This research includes one-on-one meetings with fund managers to gain an in-depth understanding of how the manager’s construct their ethically aware fund universe, and how this universe is ﬁltered down to produce the ﬁnal portfolio. In addition to manager meetings, the team conduct detailed desk-based analysis which looks further into the fund’s investment process, portfolio positioning and track record of performance, to ensure that the fund is delivering on its mandate and will indeed be a valuable addition to the TAM Ethical portfolios.
This ethically aware approach allows investors to combine their environmental, social and governance considerations with a strategy designed to deliver long-term capital growth. We are conﬁdent that this approach will provide most socially conscious investors with the investment solutions they have been looking for.
Put simply, TAM aims to avoid the bad stuff and chooses only the good stuff, we believe in socially conscious investing for a more positive and sustainable future.