Sustainable & Ethical Investments
When we talk about sustainable and ethical investments, it’s important to understand that not all of these investments are the same. Different sustainable investment strategies may have different goals and approaches, and it’s crucial to understand the differences in order to make informed investment decisions.
At BlueSphere, we specialise in helping our clients align their investments with their values and beliefs. We offer a range of impact investment options, and we work closely with our clients to understand their goals and help them choose the right investments for their individual needs.
If you’re interested in sustainable and ethical investing, we encourage you to learn more about the different options available and the ways in which they can help you achieve your financial goals while also making a positive impact on the world.
Ethical, ESG & Impact Investing
Ethical Investing
Removing Controversy
Ethical investing involves “negatively screening out” industries that are considered controversial or harmful, such as fossil fuels, deforestation, and tobacco. While this approach can help investors avoid supporting companies that engage in harmful practices, it is important to note that the remaining companies may still have a negative impact on the environment. As such, it is important for investors to carefully consider the potential environmental impact of the companies they invest in, even if those companies are considered “ethical” by some standards.
ESG Investing
Environmental Social & Governance
A company that is highly rated for its environmental, social, and governance (ESG) policies may be included in an ESG investment portfolio. However, it is important to note that the company’s products or services may still have a negative impact on the environment. As such, it is important for investors to carefully consider the potential impact of a company’s operations on the planet before making an investment.
Impact Investing
Investing for positive impact
Impact investing involves taking the principles of ethical and ESG investing a step further by actively seeking out companies that are creating products and services with a positive impact on society and the environment. This approach is often guided by the United Nations Sustainable Development Goals (SDGs), which provide a framework for addressing some of the most pressing global challenges, including poverty, inequality, and climate change.
At BlueSphere, we specialise in impact investing, using our expertise to help investors align their values with their investment portfolios.
Here are some of the companies we invest in
Dexcom
Dexcom, Inc. empowers people to take control of diabetes through innovative continuous glucose monitoring (CGM) systems. Headquartered in San Diego, California, Dexcom has emerged as a leader of diabetes care technology.
Tesla
Tesla is accelerating the world’s transition to sustainable energy with electric cars
Evoqua
Issues of water scarcity and contamination seem daunting and unsolvable, but at Evoqua, we are proud to provide solutions to help communities and industries solve such complex problems.
M3 Inc
Making use of the Internet to increase, as much as possible, the number of people who can live longer and healthier lives, and to reduce, as much as possible, the amount of unnecessary medical costs.
Illumina
Orsted
The Ørsted vision is a world that runs entirely on green energy. Ørsted develops, constructs, and operates offshore and onshore wind farms, solar farms, energy storage facilities, and bioenergy plants, and provides energy products to its customers.
What About Performance?
Contrary to popular belief, sustainable and ethical investing does not have to come at the expense of financial performance. In fact, as the chart below shows, our sustainable impact portfolios have generated competitive returns across all risk categories over the past four years, compared to their benchmarks and the FTSE 100.
This demonstrates that it is possible to earn financial returns while also making a positive impact on the planet. Of course, past performance is no guarantee of future results, but it is encouraging to see that sustainable and ethical investing can be a viable option for those who want to align their investments with their values and beliefs.
