What You Can Do

TAM Sustainable World

TAM's Sustainable World Portfolios

TAM's Sustainable World Portfolios
In 2023, the Financial Conduct Authority found that 81% of consumers want their money to do good, as well as deliver a return. We are proud to have been offering tried and tested solution to these valued customers since as early as 2013. Our Sustainable World portfolios have been warmly welcomed by old and new investors and has a strong track record of providing our customers access to solutions that are aligned with both their financial goals and their sustainability preferences.

Why invest sustainably?

Why invest sustainably?
If you find yourself in the 81% you probably care about the sustainability of the planet, or perhaps you want your investments to do some social or environmental good. Or perhaps you may just want to limit exposure to the nasties. TAM's approach aims to work for you by investing in a way that contributes positively towards a sustainable world. A sustainable world is one that is resilient and provides a good quality of life for everyone.

What is a sustainable world?

What is a sustainable world?
One within the environmental limits of the planet and helps keep global warming within the ‘well below 2°C threshold’, outlined in the landmark 2016 Paris Climate Accord. The accord was built as our planet is experiencing worrying environmental and social pressures. Many argue that the future of humankind hangs in precarious balance. Our next steps and decisions will determine which way the scales tilt and that is pushing many people to think carefully about their choices, including how they invest.

Is it just about the planet?

Is it just about the planet?
As important as the fight against climate change is, we all observe issues within our society which equally warrant our attention. The rise in obesity, infertility, mental health issues and other avoidable concerns is also front of our minds as sustainable investors. We work within the portfolios to raise awareness of these issues and invest in a way to fund solutions and avoid the worst actors in the space.

How do we invest?

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The Funds

Take a look under the hood! Below we list the funds within the TAM Sustainable World Portfolios. Each of the fund passes our stringent criteria and has been assessed and approved on its ability to avoid harm, do good, drive change and deliver financial returns.
 
The Sustainable Disclosure Requirements (SDR)
The UK’s Sustainable Disclosure Requirements (SDR), introduced by the Financial Conduct Authority (FCA), are designed to make sustainable investing clearer and more transparent. They ensure that funds marketed as “sustainable” disclose their objectives, approach, and measurable outcomes, helping investors see how their money is making a difference.

Under SDR, funds can use one of four sustainability labels, each representing a distinct investment approach:
 

   
The funds within the TAM Sustainable World portfolios align closely with these principles, integrating ESG data, impact reporting, and stewardship to deliver both financial and positive environmental and social outcomes. If a fund has been granted a label we have added it to the fund's detail.

The Fund Selector


Daniel Babington!
Portfolio Manager at TAM Asset Management

Daniel joined our investment team in 2020 and has since brought his passion for responsible investing into the TAM Sustainable World portfolios. In particular, his interests lie within the social aspects of sustainability with a keen focus on the future of food systems, wider nutrition and mental health. He has been the driving force of key improvements in these areas, which have seen the standards of billion pound strategies improve. In 2025 he was Recognised as the Best Sustainable Wealth Manager/Fund Selector in our industry by Investment Week.

Why Sustainability?

I see it as a privilege to be the custodian of our clients’ assets. I firmly believe they have the right to have their voice heard, and it is my job to uphold the high environmental and social standards that our investors have. Both by doing good through investment choices and holding funds’ responsible in avoiding harm through continued engagement.


Learn more about how Dan thinks about sustainability in his interview with Asset TV.

Latest from the HUB

 

Partnerships & Associations

Clarity AI

We are pleased to partner with Clarity AI - the award-winning state-of-the-art sustainability assessment tool that aims to quantify ESG characteristics from negative exclusions to impact, using seven providers to peel back what each fund is investing in at a constituent stock level. This innovation arms us with our own raw data to make sure the funds in our industry are accurately presenting their sustainability credentials, and offers us a platform to engage with the funds in which we invest for our clients. 
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TAM is a proud member of the United Kingdom Sustainable Investment and Finance Association (UKSIF), who inform, influence and connect UK finance, policymakers and the public achieve a vision of a fair, inclusive and sustainable financial system that works for the benefit of society and the environment. Their annual Good Money Week campaign is the leading event promoting sustainability in retail finance.
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We are pleased to collaborate with Carbon Footprint Ltd, the Quality Assurance Standard (QAS) approved provider of internationally recognised carbon footprint calculators and offset projects, dedicated to guiding organisations on their journey towards achieving Net Zero, offering a comprehensive six-step approach to seamlessly reduce emissions and pave the way for a sustainable future.
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We are a proud signatory of the internationally recognised Principles for Responsible Investment (PRI), who are working to achieve an economically efficient, sustainable global financial system, by encouraging adoption of the Principles and collaboration on their implementation. By signing the principles, TAM can publicly demonstrate our commitment to incorporating environmental, social and governance factors into our investment decision making and ownership practices, benefitting from a global collaborative network, cutting-edge research and resources, and transparent reporting. 
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We are a proud member of the innovative AdviserAction initiative - a first-of-its-kind membership organisation facilitated by sustainable investment pioneer CCLA, which will focus on engagement with listed companies to drive sustainable outcomes. We strongly believe that engagement is a key tool in driving real-world outcomes for our industry, and AdviserAction will bring our clients even closer to what good can come from investing.
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