Fund Filters
Sustainability
Environmental policy
Sustainability policy
Limits exposure to carbon intensive industries
Resource efficiency policy or theme
Sustainable transport policy or theme
Sustainability theme or focus
Environmental damage and pollution policy
Favours cleaner, greener companies
Waste management policy or theme
Sustainability focus
Encourage more sustainable practices through stewardship
Circular economy theme
Transition focus
Nature & Biodiversity
Deforestation / palm oil policy
Plastics policy / reviewing plastics
Unsustainable / illegal deforestation exclusion policy
Biodiversity / nature policy
Nature / biodiversity based solutions theme
Responsible palm oil policy
Nature / biodiversity protection policy
Water stewardship policy
Climate Change & Energy
Coal, oil & / or gas majors excluded
Climate change / greenhouse gas emissions policy
Invests in clean energy / renewables
Fracking and tar sands excluded
Clean / renewable energy theme or focus
Arctic drilling exclusion
Fossil fuel reserves exclusion
Energy efficiency theme
Require net zero action plan from all/most companies
Encourage transition to low carbon through stewardship activity
Supply chain decarbonisation policy
Green / sustainable property strategy
Fossil fuel exploration exclusion - direct involvement
Targeted Positive Investments
Invests >25% of fund in environmental/social solutions companies
Invests >50% of fund in environmental/social solutions companies
Human Rights
Human rights policy
Child labour exclusion
Responsible supply chain policy or theme
Indigenous peoples’ policy
Modern slavery exclusion policy
Social / Employment
Social policy
Health & wellbeing policies or theme
Diversity, equality & inclusion Policy (fund level)
Labour standards policy
Favours companies with strong social policies
Responsible mining policy
Vulnerable / gig workers protection policy
Meeting Peoples' Basic Needs
Demographic / ageing population theme
Responsible food production or agriculture theme
Healthcare / medical theme
Ethical Values Led Exclusions
Ethical policies
Tobacco production avoided
Armaments manufacturers avoided
Alcohol production excluded
Gambling avoidance policy
Civilian firearms production exclusion
Banking & Financials
Predatory lending exclusion
Governance & Management
Governance policy
Avoids companies with poor governance
Encourage board diversity e.g. gender
Encourage higher ESG standards through stewardship activity
Asset Size & Metrics
Invests in small, mid and large cap companies
How The Fund Works
Balances company 'pros and cons' / best in sector
Strictly screened ethical fund
Positive selection bias
Negative selection bias
Norms focus
Combines norms based exclusions with other SRI criteria
Combines ESG strategy with other SRI criteria
Significant harm exclusion
SRI / ESG / Ethical policies explained on website
Impact Methodologies
Positive environmental impact theme
Positive social impact theme
Invests in environmental solutions companies
Invests in social solutions companies
Invests in sustainability / ESG disruptors
Aim to deliver positive impacts through engagement
Over 50% in assets providing environmental or social ‘solutions’
Intended Clients & Product Options
Faith friendly
Intended for investors interested in ESG / sustainability
Bespoke SRI / ESG portfolios available (DFMs)
Intended for clients who want to have a positive impact
Fund management company information
About The Business
ESG / SRI engagement (AFM company wide)
Responsible ownership / stewardship policy (AFM company wide)
Responsible ownership / ESG a key differentiator (AFM company wide)
Diversity, equality & inclusion engagement policy (AFM company wide)
Vote all* shares at AGMs / EGMs (AFM company wide)
Boutique / specialist fund management company
Integrates ESG factors into all / most fund research
In-house diversity improvement programme (AFM company wide)
Vulnerable client policy on website (AFM company wide)
Invests in new sustainability linked bond issuances (AFM company wide)
Offer structured intermediary training on sustainable investment
Offer unstructured intermediary sustainable investment training
Resources
In-house responsible ownership / voting expertise
Employ specialist ESG / SRI / sustainability researchers
ESG specialists on all investment desks (AFM company wide)
Collaborations & Affiliations
PRI signatory
UKSIF member
Climate Action 100+ or IIGCC member
Fund EcoMarket partner
GFANZ member (AFM company wide)
TNFD forum member (AFM company wide)
Investment Association (IA) member
Accreditations
UK Stewardship Code signatory (AFM company wide)
PRI A+ rated (AFM company wide)
Engagement Approach
Regularly lead collaborative ESG initiatives (AFM company wide)
Encourage responsible corporate taxation (AFM company wide)
Engaging on climate change issues
Engaging with fossil fuel companies on climate change
Engaging on biodiversity / nature issues
Engaging to encourage a Just Transition
Engaging on human rights issues
Engaging on labour / employment issues
Engaging on diversity, equality and / or inclusion issues
Engaging on governance issues
Engaging on mental health issues
Engaging on responsible supply chain issues
Company Wide Exclusions
Coal divestment policy (AFM company wide)
Controversial weapons avoidance policy (AFM company wide)
Climate & Net Zero Transition
Encourage carbon / greenhouse gas reduction (AFM company wide)
Net Zero commitment (AFM company wide)
Working towards a ‘Net Zero’ commitment (AFM company wide)
Net Zero - have set a Net Zero target date (AFM company wide)
Voting policy includes net zero targets (AFM company wide)
Committed to SBTi / Science Based Targets Initiative
Transparency
Publish full voting record (AFM company wide)
Publish responsible ownership / stewardship report (AFM company wide)
Process
Greenbank specialises in bespoke ethical, sustainable and impact investment. As such we can tailor portfolios to meet the specific requirements of each client, not only in terms of their financial objectives, but also through the exclusions we apply and the areas of positive focus we prioritise.
Our investment managers use their professional knowledge and specialist experience to invest client money in portfolios that are carefully chosen to match individual financial objectives and values.
We have an expert in-house research team whose robust investment process ensures that before any investment is considered for inclusion in a Greenbank portfolio, it has to reach certain thresholds of environmental, social and governance (ESG) and sustainability criteria.
The research team closely monitors the business activities as well as the social and environmental performance of companies, so we know who is leading the way and who to avoid. We meet with companies to make sure they do what they say, and we are not afraid to ask the difficult questions.
But it's not just about excluding companies. Our research keeps us at the forefront of evolving ethical, social and environmental issues, and we support companies whose products and services deliver positive change in the world – as defined by our framework of sustainable development themes.
We are proud of our active role of engaging with companies and institutions to positively influence their actions.
Dialshifter
This fund is helping to ‘shift the dial from brown to green’ by…
Sustainability is core to our investment process, guiding asset allocation, security selection and portfolio construction. Our sustainable development theme framework considers eight key areas and we analyse how themes shaping the world – such as inclusive economies, decent work or resource efficiency - are impacted by and impact on the investments we make. We pride ourselves on our major role in catalysing investor interest on sustainability issues, shaping the debate or highlighting issues before they are recognised as mainstream concerns. Our engagement priorities over the next year include continuing our work on biodiversity and nutrition, in addition to enhancing our net zero stewardship activities and exploring human rights due diligence through company supply chains.
Our organisation is helping to support the Paris Climate Agreement and the Race to Net Zero by…
Greenbank is committed to playing its part in the low-carbon transition and has set a target to reach net zero carbon emissions from its operations, supply chain and the investments it manages by 2040. We are part of a large number of asset managers, together representing nearly $59 trillion in assets under management, that have set some form of net zero target. To achieve these ambitions, investors will need to drive changes in the real economy by ensuring the companies they own establish and maintain progress against ambitious net zero transition plans.
In 2022, Greenbank implemented an enhanced net zero engagement strategy to meet the scale of the global challenge to reduce emissions. In 2023, this continues to escalate as we reassess the climate impact of our portfolio, join an IIGCC-led collaborative net zero engagement and continue holding companies and funds to account on their net zero trajectories.