As part of the St. James's Place Wealth Management family, we are part of one of the industry’s most progressive organisations when it comes to responsible investing.
At St. James's Place, responsible investing is considered as standard. It is a key part of who we are, how we plan, grow and protect our client’s wealth and how we operate as a business. This means that St. James's Place’s entire fund range meets the highest standards of responsible investing by integrating environmental, social and governance issues into all investment decisions.
In a world where customers are becoming increasingly socially aware and want to engage with companies that share their own values, the way that a company approaches environmental, social and governance issues plays a significant role in its long-term prospects. This means that responsible investing is no longer solely of interest when considering the effect our money has on environmental and social concerns – it also makes financial sense.
Clients no longer have to put principle before profit and through St. James's Place’s Discretionary Managed Service, clients can go one step further and build portfolios from beyond the usual fund range with those that share specific responsible investment values and beliefs. There is also huge environmental benefit for every individual considering investing in a sustainable fund.
According to Nordea Group’s Sustainable Finance report (Jan 2018), moving a pension or ISA to a sustainable fund can be 27 times more impactful at reducing a carbon footprint than a combination of lifestyle changes including reducing flights and eating less meat.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
listening to our clients
believe they have a duty to
combat climate change.
believe companies should be as environmentally and socially responsible as possible.
think that the financial services industry should promote a sustainable world.
support investment managers persuading companies to be more sustainable.
Source: The Wisdom Council, 2020. Survey of 2,000+ UK consumers and 114 clients of St. James's Place.
We no longer live in a world where investments are measured by value alone. The global challenges of climate change, mass consumption of energy and resources and pollution mean that investing today is about achieving financial wellbeing in a world worth living in.
We believe that if we can measure it, we can manage it and that is why through measuring the carbon footprint of our portfolios, we can identify the opportunities for change and limit the harmful impacts on our planet and people around the world.
We continually monitor our funds and track progress on any reported metric, including that of carbon emitted by the companies held by each of our fund managers.
We conduct annual responsible investment assessments of our fund managers to measure their alignment with our objectives through this regular analysis we are able to respond to substantial increases in carbon intensity and focus specific attention on companies that have particularly high emissions. Find out more about the carbon performance of each of our funds in our latest report.
Woodland Trust partnership
The Woodand Trust is the largest woodland conservation charity in the UK, planting more than one million trees every year. As part of our commitment to encouraging our clients to embrace the fantastic advances in technology that have been introduced over the past 12 months, we have pledged to donate £3 for every client who signs up to the Client Advice Portal (CAP), which provides a range of virtual meeting and administration opportunities for clients.
This initiative mirrors a pledge by St. James's Place to donate £3 to the Woodland Trust for every client that signs up to the St. James's Place Online Wealth Account, which allows clients to review their investments online and top up their ISAs directly using their own bank card.
St. James's Place has also committed to donate £5 to the St. James's Place Charitable Foundation for every person who signs up to go paperless in their correspondence with St. James's Place and for every client that signs up to all three of these initiatives, we will add a further £4 donation to the Woodland Trust.
At Penney Financial Partners we have more than 700 clients and we are part of a network of more than 4,000 Partner Practices with hundreds of thousands of clients and more than £129bn of funds under management. That’s the potential for a lot of new trees!
Access to valuations at the touch of a button
The Online Wealth Account provides instant access to portfolio valuations. All correspondence with St. James’s Place is also uploaded to the account to ensure that it is all in one place and all of this is easily accessible via a simple log in which can be provided by contacting the team at Penney Financial Partners.