Responsible Investing For Real People. Designed with your future in mind.
Committed To Responsible Clients
Skybound Wealth Management USA is fully committed to helping clients who would like to invest more responsibly, while still placing importance on growing and protecting their wealth. In recent years this approach has become known as ESG investing, as it focuses on three key areas – Environmental, Social and Governance.
What Is ESG?
Traditionally investment decisions have centred around financial considerations, such as how profitable companies are or how much sales are predicted to grow. With ESG, investors are now increasingly applying non-financial considerations to their investment decisions. These can include things like what emissions companies are producing, how diverse their workforce is and how the business is managed. Given the increasing concerns about the impact companies can have on the world, ESG investing is quickly growing in popularity among investors large and small. The pace of this current trend suggests ESG could soon become part of the investing mainstream.
Our Responsible Investment Portfolios
As part of our suite of investment solutions, we’ve created the Responsible Growth portfolios. They broadly mirror the asset allocation (how much is invested in the stock market, bonds and other types of investments) of our Growth portfolios. We also follow the same rigorous research process for our Responsible Growth portfolios as we do for any other, including interviews with the team behind every fund in the portfolio. In addition, however, all funds for our Responsible Growth portfolios undergo more thorough ESG research and must meet our ESG Principles. In keeping with our focus on diversification, we use a combination of the different ESG styles within our Responsible Growth portfolios, including exclusionary, thematic, impact and ESG score-weighted. So rather than commit to any single one, we blend funds that use a range of approaches, while maintaining diversification across industries and geographies too. Our portfolios’ number one priority is, and will always be, putting clients first. ESG or otherwise. This means helping you achieve your financial goals through strong long-term returns is our main aim at all times. We believe the best way to achieve this is with a high level of diversification, thorough research and low costs. You’ll find all that within our Responsible Growth portfolios.
Speak with one of our advisors about our Responsible (ESG) Portfolios, today.
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Skybound Wealth ESG Principles
We will seek to avoid or significantly reduce exposure to controversial areas such as fossil fuels, mining, tobacco, weapons, alcohol, pornography and gambling.
Encourage Positive Change
ESG fund managers use their influence as shareholders to engage with companies and encourage positive change.
Long Term Goals
Performance is still key – our ESG portfolios aim to deliver strong long-term returns for clients.
No Niche Investing
In keeping with our emphasis on diversification, we will avoid investing too much in any niche area, regardless of its ethical or sustainability credentials.
Complete Fund Research
Our investment research includes thorough analysis of fund’s ESG approaches and credentials.
Impartial Investment Advice
We won’t impose our own personal ethical beliefs on the selection of investments, as these may differ from our clients’ views.
We’re proud to be signatories of the United Nations Principles for Responsible Investment (PRI), which is widely regarded as the global standard for investing responsibly. It launched in 2005 and today has over 4,000 signatories including MSCI, Bloomberg and Vanguard. PRI describes itself as “the world’s leading proponent of responsible investment” and is based on 6 principles which all signatories agree to follow.
Being PRI signatories shows our commitment to incorporating ESG considerations into our investment practices, analysis and decision-making. That means Skybound Wealth clients can be confident that our portfolios aren’t only investing for growth, but are investing for good as well.
Investing involves risk including the loss of principal. No guarantees of investment performance are offered. Your account values will fluctuate and there will be periods involving negative returns. Investing requires a long term time horizon.
The advice provided by Skybound Wealth Management USA, LLC is provided through a registered investment adviser tailored to suit your individual circumstances and risk appetite. Registration as an investment adviser does not imply a certain level of skill or training.
Skybound Wealth Management LLC is part of the Skybound Wealth Management Group, for all Group regulatory details please visit our regulations page.