TAM Sustainable World model portfolios
SRI Style:
ESG Plus
SDR Labelling:
Not eligible to use label (out of scope)
Product:
DFM/Portfolio
Fund Region:
Global
Fund Asset Type:
Multi Asset
Launch Date:
01/07/2013
Last Amended:
Mar 0026
Dialshifter (
):
Fund/Portfolio Size:
£m
Contact Us:
Objectives:
The TAM Sustainable World portfolios are designed to deliver long-term financial returns while helping to build a more sustainable economy. Aligned to TAM’s four-pillar framework – avoid harm, do good, drive change, and deliver returns – the portfolios invest in managers and strategies that embed sustainability at their core. A defining feature is the commitment to driving change through active stewardship: TAM engages with fund managers and underlying companies to push for higher standards, tackle emerging risks, and raise awareness of overlooked issues. From challenging exposure to ultra-processed foods to advancing responsible plastic use, TAM promotes education and fosters the difficult but necessary conversations that shift industry practice. By allocating capital towards solutions that address climate change, resource use, and social wellbeing, while influencing behaviours across portfolios, TAM seeks to deliver positive environmental and social outcomes without compromising financial discipline.
Sustainable, Responsible
&/or ESG Overview:
The TAM Sustainable World portfolios are built to deliver strong financial returns while embedding sustainability at their core. Guided by our four-pillar framework: avoid harm, do good, drive change, and deliver returns. The portfolios integrate sustainability considerations into every stage of asset allocation and fund selection. Negative screening avoids sectors such as fossil fuels, weapons, tobacco, and poor governance, while positive screening prioritises managers delivering measurable environmental and social outcomes. Impact and thematic strategies are incorporated to support the transition to a more sustainable economy, with case studies ranging from plastic waste reduction bonds to investments in water and waste solutions. Stewardship and engagement are central, enabling TAM to influence fund managers and underlying companies, such as our work on ultra-processed foods, microplastics and other health issues. The portfolios therefore aim to align client capital with long-term sustainable outcomes without compromising risk-adjusted returns.
Primary fund last amended:
Mar 0026
Information directly from fund manager.
Fund Filters
Sustainability - General
Has policies that consider (environmental and social) sustainability issues. Strategies vary but are likely to consider environmental issues like climate change, carbon emissions, biodiversity loss, resource management, environmental impacts; and social issues like equal opportunities, human rights, labour standards, diversity and adherence to internationally recognised codes. See individual entry information.
Has a significant focus on sustainability issues
Aim to encourage higher sustainability standards through responsible ownership / stewardship / engagement / voting activity
Use the UN Global Compact to inform or help direct where they can or cannot invest. Will typically not invest in companies with significant breaches (low standards) - strategies vary. (The UNGC covers a wide range of issues - search 'UNGC'). See https://unglobalcompact.org/
Aim to invest (and manage assets) in ways that help to address all or some of the UN's Sustainable Development Goals (SDGs). See https://sdgs.un.org/goals).
Environmental - General
Has policies which relate to environmental issues. These will typically set out their stance on issues such as pollution, climate change, resource management, biodiversity loss, carbon emissions, plastics and/or additional environmental impacts. Strategies vary.
Has a policy or theme that relates to managing natural resources more efficiently. Strategies vary. See individual entry information.
Aims to invest in companies with strong or market leading environmental policies and practices. Strategies vary. See individual entry information for more detail.
Has a written policy or theme focused on waste management - typically to support or encouraging higher levels of recycling and better efficiency / reducing waste. Strategies vary.
Climate Change & Energy
Encourage the transition to lower carbon activities through asset selection and / or responsible ownership activity.
Invest in renewable energy companies and / or companies where renewable energy is a significant part of their business. Strategies vary.
Will only invest in companies that report greenhouse gas emissions in line with this international reporting framework. See https://www.fsb-tcfd.org/ https ://www.ifrs.org/sustainability/tcfd/
Social / Employment
Has policies which set out their approach to social issues (e.g. human rights, labour standards, equal opportunities, child labour and/or adherence to internationally recognised codes such as the UN Global Compact). Strategies with social policies typically avoid companies with low standards and/or work to encourage higher standards. See fund information for detail.
Aims to invest in assets with high social values - this may include strong human rights, labour standards and equal opportunities or safety related practices.
Has policies or themes that set out their approach to health and wellbeing issues, typically aims to invest in companies with high standards - or encourage high standards.
Ethical Values Led Exclusions
Companies are excluded if they make more than 5% of their revenue from the manufacture, sale or distribution of tobacco products including cigarettes, vaping, e-cigarettes, chewing tobacco and cigars.
Avoids companies that manufacture weapons intended specifically for military use. Strategies vary - may or may not include non-strategic military products.
Avoids companies that produce alcohol. Strategies vary; some may allow a small proportion of revenue to come from this area.
Avoids companies with significant involvement in the gambling industry. Some may allow a small proportion of revenues to come from this area.
Avoids companies that derive significant income from pornography and related areas. Strategies vary.
Has policies that require specific animal welfare standards to be met. These may reference well-known welfare standards (3Rs - Replace, Reduce, Refine) or certification schemes. Strategies vary.
Avoids companies that test their products on animals for purposes other than medical benefit (e.g. for cosmetics). Strategies vary.
Human Rights
Has policies that exclude companies or other assets which operate in, or are owned by regimes which are not democratic, or where people may be oppressed. May use eg. Freedom House research. Strategies vary.
Meeting Peoples' Basic Needs
Invest in ‘social bonds’ which raise funds for the purpose of financing projects with positive social (people related) outcomes.
Gilts & Sovereigns
Avoids investing in 'some' gilts or government bonds. Strategies vary, but this may relate to avoiding specific countries or particular reasons for bond issuance. 'Green gilts' for example would be likely to be acceptable.
Banking & Financials
Can include banks as part of their holdings / portfolio.
Invests in financial instruments (cash, derivatives and / or foreign exchange) issued by banks. Strategies vary.
Governance & Management
Avoids investing in companies with poor governance practices.(e.g. board structure, management practices etc.) Views may however vary on what counts as 'poor' practices - and funds may not immediately divest as they may prefer to work to encourage higher standards.
Product / Service Governance
Find fund / asset managers that factor in 'environmental, social and governance' issues as part of their investment decision making process. A focus on 'ESG' typically means a fund is carrying out additional research to help reduce ESG related risks. It does not necessarily mean a focus on sustainability. Strategies vary. See fund literature.
Asset Size
Invests in a combination of small, medium and larger (potentially multinational) companies / assets.
Targeted Positive Investments
Invests in loan stock that is exclusively used to finance environmental and social projects. See ICMA Sustainable Bond Guidelines.
Invests in loan stock that is supporting or enabling the shift towards a cleaner, more sustainable future. Strategies vary significantly and may or may not be linked to specific outcomes.
Invests in green bonds (also known as climate bonds) which encourage sustainability and support climate related or special environmental projects.
Invests >25% of their capital in companies where a major part of their business is focused on helping to address environmental or social challenges.
Impact Methodologies
Has policies that aim to help or support the delivery of positive social or environmental impacts (or societal/real world outcomes) by investing in companies they regard as beneficial to people and / or the planet. Strategies vary.
Aims to measure the positive real world environmental and / or social benefits that are associated with their investment strategy. Investments that aim to deliver positive impacts and measure those impacts may be referred to as 'Impact' - although impact measurement is not restricted to Impact investments. Strategies vary.
Specifically sets out to help deliver positive environmental impacts, benefits or 'real world' outcomes.
Specifically states that they aim to deliver positive social (i.e. people related) impacts and/or outcomes.
Directs investment towards companies where a major part of their business is about solving environmental challenges. e.g. companies helping to address climate change.
Invest in companies where a major part of their business is specifically aimed at helping to address social challenges. e.g. companies helping to address poverty.
Specifically sets out to invest in companies that are regarded as 'disrupting' existing business practices - typically through the development of innovative (sustainability aware) products and/or practices.
How The Fund/Portfolio Works
Focuses on finding and investing in companies with positive / beneficial attributes. This strategy can be applied in addition to exclusion criteria and engagement/stewardship activity.
Aims to avoid companies that do significant harm. This originates from the EU’s sustainable finance ‘DNSH’ (do no significant harm) work, which is not necessarily used by UK investors.
Publish explanations of their ethical, social and/or environmental policies online (i.e. investment decision making strategies/ buy/sell &/or asset management strategies).
Has different risk options for the same investment strategy
Unscreened Assets & Cash
Holds between 70-79% of assets which align to the sustainability objectives; which are not being held purely for risk management purposes, such as derivatives and cash equivalent assets.
Holds between 80-89% of assets which align to the sustainability objectives; which are not being held purely for risk management purposes, such as derivatives and cash equivalent assets.
Holds at least 90% of assets which align to the sustainability objectives; which are not being held purely for risk management purposes, such as derivatives and cash equivalent assets.
Only invests in cash to aid the practical management (buying and selling) of assets and so do not use additional financial instruments.
All assets - except cash - meet the sustainability criteria published in strategy documentation.
Intended Clients & Product Options
Designed to meet the needs of individual investors with an interest in sustainability issues.
Designed for clients who care about ethical and values-based issues, often alongside sustainability issues also.
Designed to meet the needs of individual investors with an interest in ‘Impact investment’ which help or support the delivery of positive social or environmental impacts (or societal/real world outcomes) by investing in companies regarded as beneficial to people and / or the planet. Strategies vary.
Available via a tax efficient ISA product wrapper.
Only applicable for DFM’s & portfolio providers. Finds those that offer an SRI / ESG portfolio option
Fund Management Company Information
About The Business
Find fund / asset management companies that are smaller or specialise in particular areas - notably, ideally ESG related. Strategies vary.
Finds fund / asset management companies that have a published company wide stewardship, engagement and / or responsible ownership policy or strategy that covers all investments. Stewardship typically involves encouraging higher ESG standards through voting and dialogue.
Find fund / asset management companies that encourage the companies they invest in to have strong diversity, race, gender and other equality policies across all assets held, not simply screened or themed SRI/ESG funds. (ie Asset Management company wide).
Collaborations & Affiliations
Find fund / asset management companies that have signed up to the UN backed 'Principles of Responsible Investment'.
Find fund / asset management companies that are members of UKSIF - the UK Sustainable Investment and Finance association
Engagement Approach
Fund / asset manager has stewardship /responsible ownership strategy with involves encouraging investee asset to reduce plastic waste and pollution.
Fund / asset manager is working with the assets they hold to help stamp out modern slavery - where direct or indirect company employees are exploited for business benefits.
Fund / asset manager has stewardship strategy in place which involves discussing mental health issues with investee companies - with the aim of raising standards
Sustainable, Responsible &/or ESG Policy:
The portfolios embed sustainability into every stage of portfolio construction, guided by our four-pillar framework: avoid harm, do good, drive change, and deliver returns. From an ESG perspective, we apply a pragmatic negative screening process to exclude sectors such as fossil fuels, tobacco, weapons, and poor governance, while retaining flexibility as we acknowledge you need a seat at the table to make a company better. Positive screening prioritises funds delivering measurable environmental and social outcomes, with allocations across sustainable focus, improvers, thematic and impact strategies. Themes include climate transition, healthcare innovation, water and waste, and social inclusion.
Our process goes beyond screening. Stewardship and engagement are central, with TAM challenging fund managers and companies on issues such as plastic reduction and ultra-processed foods. This education-first approach seeks to raise standards, influence change, and promote transparency. Impact is measured via ESG metrics, SDG alignment, carbon data and stewardship outcomes, supported by Bloomberg. The portfolios therefore aim to deliver positive environmental and social outcomes, such as reduced plastic leakage, improved health outcomes and lower carbon intensity, while achieving competitive financial returns.
Process:
The TAM Sustainable World portfolios follow a structured yet pragmatic process to ensure sustainability and financial returns are embedded at every stage.
- Strategic direction: Our Investment Management Committee sets the strategic asset allocation quarterly and tactical adjustments monthly, balancing sustainability objectives with acceptable risk/return profiles.
- Negative screening through dialogue: We do not apply rigid exclusion thresholds. Instead, we engage with fund managers to understand their screens and revenue tolerances, debating why they have drawn the line where they have. The key is to assess whether any harm in a portfolio is outweighed by the scale of positive outcomes achieved. For example, some managers may allow minimal exposure to animal testing where legally required, provided the company delivers outsized social or health benefits.
- Data-led diagnostics: We use Bloomberg sustainability datasets and Clarity AI to cross-check ESG integration, SDG alignment, carbon metrics, and controversies. This ensures manager claims are transparent and evidence backed.
- Positive selection: Allocations are tilted toward sustainable focus, improvers, thematic, and impact strategies. Core themes include climate transition, healthcare innovation, water and waste management, and social inclusion. For impact bonds, we look to verify the use-of-proceeds frameworks and measurable KPIs.
- Financial return discipline: Every investment must demonstrate a compelling financial case over the short, medium, and long term. Sustainability alone is not enough: the investment must contribute positively to risk-adjusted performance.
- Manager due diligence: We combine quantitative analysis (alpha, volatility, Sharpe, downside capture) with qualitative review (team structure, stock picking process, governance, ESG integration, stewardship, escalation policies).
- Stewardship and engagement: TAM actively challenges managers on sensitive issues, such as plastic reduction or ultra-processed foods, using education and debate to influence outcomes and improve standards.
- Monitoring and sell discipline: We monitor ongoing financial performance and sustainability metrics, exiting positions in cases of sustained underperformance, downgrades, or unresolved controversies.
This process ensures every portfolio holding is both a credible financial investment and a contributor to positive environmental and social outcomes.
Resources, Affiliations & Corporate Strategies:
AM embeds sustainability across its investment and corporate practices, supported by both internal resources and external expertise. The Sustainable World portfolios are managed by a dedicated team of portfolio managers, supported by analysts and operations staff, with ESG integration, stewardship and responsible ownership embedded in their roles. Our investment team utilises Bloomberg sustainability datasets and Clarity AI for ESG metrics, SDG alignment, carbon footprint analysis, and controversy monitoring, ensuring independent validation of fund manager claims. Oversight of strategy, governance, and risk is provided by TAM’s Investment Management Committee, which sets strategic and tactical allocations, and by senior leadership under FCA regulation.
TAM is a signatory of the UN-supported Principles for Responsible Investment (PRI) and a proud member of UKSIF, supporting Good Money Week and broader awareness campaigns. We are also a Carbon Neutral Plus organisation, independently verified by Carbon Footprint Ltd, and part of the AdviserAction initiative to empower advisers and clients in stewardship. TAM runs a Sustainability Hub to educate investors and publishes regular sustainability insights. Our culture extends beyond investments, with over £600,000 raised for charities and client initiatives such as “You Give We Give” amplifying positive social impact.
SDR Labelling:
Not eligible to use label (out of scope)
Fund Holdings
Disclaimer
The TAM Sustainable World portfolios are managed by TAM Asset Management Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA No. 208243). Investments may go down as well as up and past performance is not a guide to future returns. The value of investments can fall below the amount originally invested and is not guaranteed. The sustainability information provided reflects TAM’s current investment process and is subject to change as regulations, data availability, and fund manager practices evolve. While portfolios are constructed to avoid harm, do good, and drive change, there can be no assurance that sustainability objectives will be met. All investments are subject to market risk, credit risk, and other risks. This material is provided for information purposes only and does not constitute investment advice, recommendation, or an offer to invest.
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
TAM Sustainable World model portfolios |
ESG Plus | Not eligible to use label (out of scope) | DFM/Portfolio | Global | Multi Asset | 01/07/2013 | Mar 0026 | |
ObjectivesThe TAM Sustainable World portfolios are designed to deliver long-term financial returns while helping to build a more sustainable economy. Aligned to TAM’s four-pillar framework – avoid harm, do good, drive change, and deliver returns – the portfolios invest in managers and strategies that embed sustainability at their core. A defining feature is the commitment to driving change through active stewardship: TAM engages with fund managers and underlying companies to push for higher standards, tackle emerging risks, and raise awareness of overlooked issues. From challenging exposure to ultra-processed foods to advancing responsible plastic use, TAM promotes education and fosters the difficult but necessary conversations that shift industry practice. By allocating capital towards solutions that address climate change, resource use, and social wellbeing, while influencing behaviours across portfolios, TAM seeks to deliver positive environmental and social outcomes without compromising financial discipline. |
Contact Us: David.terry@tamassetmanagement.com |
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Sustainable, Responsible &/or ESG OverviewThe TAM Sustainable World portfolios are built to deliver strong financial returns while embedding sustainability at their core. Guided by our four-pillar framework: avoid harm, do good, drive change, and deliver returns. The portfolios integrate sustainability considerations into every stage of asset allocation and fund selection. Negative screening avoids sectors such as fossil fuels, weapons, tobacco, and poor governance, while positive screening prioritises managers delivering measurable environmental and social outcomes. Impact and thematic strategies are incorporated to support the transition to a more sustainable economy, with case studies ranging from plastic waste reduction bonds to investments in water and waste solutions. Stewardship and engagement are central, enabling TAM to influence fund managers and underlying companies, such as our work on ultra-processed foods, microplastics and other health issues. The portfolios therefore aim to align client capital with long-term sustainable outcomes without compromising risk-adjusted returns. |
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Primary fund last amended: Mar 0026 |
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Information received directly from Fund Manager |
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Fund FiltersSustainability - General
Sustainability policy
Has policies that consider (environmental and social) sustainability issues. Strategies vary but are likely to consider environmental issues like climate change, carbon emissions, biodiversity loss, resource management, environmental impacts; and social issues like equal opportunities, human rights, labour standards, diversity and adherence to internationally recognised codes. See individual entry information.
Sustainability focus
Has a significant focus on sustainability issues
Encourage more sustainable practices through stewardship
Aim to encourage higher sustainability standards through responsible ownership / stewardship / engagement / voting activity
UN Global Compact linked exclusion policy
Use the UN Global Compact to inform or help direct where they can or cannot invest. Will typically not invest in companies with significant breaches (low standards) - strategies vary. (The UNGC covers a wide range of issues - search 'UNGC'). See https://unglobalcompact.org/
UN Sustainable Development Goals (SDG) focus
Aim to invest (and manage assets) in ways that help to address all or some of the UN's Sustainable Development Goals (SDGs). See https://sdgs.un.org/goals). Environmental - General
Environmental policy
Has policies which relate to environmental issues. These will typically set out their stance on issues such as pollution, climate change, resource management, biodiversity loss, carbon emissions, plastics and/or additional environmental impacts. Strategies vary.
Resource efficiency policy or theme
Has a policy or theme that relates to managing natural resources more efficiently. Strategies vary. See individual entry information.
Favours cleaner, greener companies
Aims to invest in companies with strong or market leading environmental policies and practices. Strategies vary. See individual entry information for more detail.
Waste management policy or theme
Has a written policy or theme focused on waste management - typically to support or encouraging higher levels of recycling and better efficiency / reducing waste. Strategies vary. Climate Change & Energy
Encourage transition to low carbon through stewardship activity
Encourage the transition to lower carbon activities through asset selection and / or responsible ownership activity.
Invests in clean energy / renewables
Invest in renewable energy companies and / or companies where renewable energy is a significant part of their business. Strategies vary.
TCFD / IFRS reporting requirement
Will only invest in companies that report greenhouse gas emissions in line with this international reporting framework. See https://www.fsb-tcfd.org/ https ://www.ifrs.org/sustainability/tcfd/ Social / Employment
Social policy
Has policies which set out their approach to social issues (e.g. human rights, labour standards, equal opportunities, child labour and/or adherence to internationally recognised codes such as the UN Global Compact). Strategies with social policies typically avoid companies with low standards and/or work to encourage higher standards. See fund information for detail.
Favours companies with strong social policies
Aims to invest in assets with high social values - this may include strong human rights, labour standards and equal opportunities or safety related practices.
Health & wellbeing policies or theme
Has policies or themes that set out their approach to health and wellbeing issues, typically aims to invest in companies with high standards - or encourage high standards. Ethical Values Led Exclusions
Tobacco & related products - avoid where revenue > 5%
Companies are excluded if they make more than 5% of their revenue from the manufacture, sale or distribution of tobacco products including cigarettes, vaping, e-cigarettes, chewing tobacco and cigars.
Armaments manufacturers avoided
Avoids companies that manufacture weapons intended specifically for military use. Strategies vary - may or may not include non-strategic military products.
Alcohol production excluded
Avoids companies that produce alcohol. Strategies vary; some may allow a small proportion of revenue to come from this area.
Gambling avoidance policy
Avoids companies with significant involvement in the gambling industry. Some may allow a small proportion of revenues to come from this area.
Pornography avoidance policy
Avoids companies that derive significant income from pornography and related areas. Strategies vary.
Animal welfare policy
Has policies that require specific animal welfare standards to be met. These may reference well-known welfare standards (3Rs - Replace, Reduce, Refine) or certification schemes. Strategies vary.
Animal testing - excluded except if for medical purposes
Avoids companies that test their products on animals for purposes other than medical benefit (e.g. for cosmetics). Strategies vary. Human Rights
Oppressive regimes (not free or democratic) exclusion policy
Has policies that exclude companies or other assets which operate in, or are owned by regimes which are not democratic, or where people may be oppressed. May use eg. Freedom House research. Strategies vary. Meeting Peoples' Basic Needs
Invests > 5% in social bonds
Invest in ‘social bonds’ which raise funds for the purpose of financing projects with positive social (people related) outcomes. Gilts & Sovereigns
Gilts / government bonds - exclude some
Avoids investing in 'some' gilts or government bonds. Strategies vary, but this may relate to avoiding specific countries or particular reasons for bond issuance. 'Green gilts' for example would be likely to be acceptable. Banking & Financials
Invests in banks
Can include banks as part of their holdings / portfolio.
Invests in financial instruments issued by banks
Invests in financial instruments (cash, derivatives and / or foreign exchange) issued by banks. Strategies vary. Governance & Management
Avoids companies with poor governance
Avoids investing in companies with poor governance practices.(e.g. board structure, management practices etc.) Views may however vary on what counts as 'poor' practices - and funds may not immediately divest as they may prefer to work to encourage higher standards. Product / Service Governance
ESG integration strategy
Find fund / asset managers that factor in 'environmental, social and governance' issues as part of their investment decision making process. A focus on 'ESG' typically means a fund is carrying out additional research to help reduce ESG related risks. It does not necessarily mean a focus on sustainability. Strategies vary. See fund literature. Asset Size
Invests in small, mid & large cap companies / assets
Invests in a combination of small, medium and larger (potentially multinational) companies / assets. Targeted Positive Investments
Invests > 5% in sustainable bonds
Invests in loan stock that is exclusively used to finance environmental and social projects. See ICMA Sustainable Bond Guidelines.
Invest > 5% in transition bonds
Invests in loan stock that is supporting or enabling the shift towards a cleaner, more sustainable future. Strategies vary significantly and may or may not be linked to specific outcomes.
Invests > 5% in green bonds
Invests in green bonds (also known as climate bonds) which encourage sustainability and support climate related or special environmental projects.
Invests >25% in environmental / social solutions companies
Invests >25% of their capital in companies where a major part of their business is focused on helping to address environmental or social challenges. Impact Methodologies
Aims to generate positive impacts (or 'outcomes')
Has policies that aim to help or support the delivery of positive social or environmental impacts (or societal/real world outcomes) by investing in companies they regard as beneficial to people and / or the planet. Strategies vary.
Measures positive impacts
Aims to measure the positive real world environmental and / or social benefits that are associated with their investment strategy. Investments that aim to deliver positive impacts and measure those impacts may be referred to as 'Impact' - although impact measurement is not restricted to Impact investments. Strategies vary.
Positive environmental impact theme
Specifically sets out to help deliver positive environmental impacts, benefits or 'real world' outcomes.
Positive social impact theme
Specifically states that they aim to deliver positive social (i.e. people related) impacts and/or outcomes.
Invests in environmental solutions companies
Directs investment towards companies where a major part of their business is about solving environmental challenges. e.g. companies helping to address climate change.
Invests in social solutions companies
Invest in companies where a major part of their business is specifically aimed at helping to address social challenges. e.g. companies helping to address poverty.
Invests in sustainability / ESG disruptors
Specifically sets out to invest in companies that are regarded as 'disrupting' existing business practices - typically through the development of innovative (sustainability aware) products and/or practices. How The Fund/Portfolio Works
Positive selection bias
Focuses on finding and investing in companies with positive / beneficial attributes. This strategy can be applied in addition to exclusion criteria and engagement/stewardship activity.
Significant harm exclusion
Aims to avoid companies that do significant harm. This originates from the EU’s sustainable finance ‘DNSH’ (do no significant harm) work, which is not necessarily used by UK investors.
SRI / ESG / Ethical policies explained on website
Publish explanations of their ethical, social and/or environmental policies online (i.e. investment decision making strategies/ buy/sell &/or asset management strategies).
Different risk options of this strategy are available
Has different risk options for the same investment strategy Unscreened Assets & Cash
Assets typically aligned to sustainability objectives 70 - 79%
Holds between 70-79% of assets which align to the sustainability objectives; which are not being held purely for risk management purposes, such as derivatives and cash equivalent assets.
Assets typically aligned to sustainability objectives 80 – 89%
Holds between 80-89% of assets which align to the sustainability objectives; which are not being held purely for risk management purposes, such as derivatives and cash equivalent assets.
Assets typically aligned to sustainability objectives > 90%
Holds at least 90% of assets which align to the sustainability objectives; which are not being held purely for risk management purposes, such as derivatives and cash equivalent assets.
No ‘diversifiers’ used other than cash
Only invests in cash to aid the practical management (buying and selling) of assets and so do not use additional financial instruments.
All assets (except cash) meet published sustainability criteria
All assets - except cash - meet the sustainability criteria published in strategy documentation. Intended Clients & Product Options
Intended for clients interested in sustainability
Designed to meet the needs of individual investors with an interest in sustainability issues.
Intended for clients interested in ethical issues
Designed for clients who care about ethical and values-based issues, often alongside sustainability issues also.
Intended for clients who want to have a positive impact
Designed to meet the needs of individual investors with an interest in ‘Impact investment’ which help or support the delivery of positive social or environmental impacts (or societal/real world outcomes) by investing in companies regarded as beneficial to people and / or the planet. Strategies vary.
Available via an ISA (OEIC only)
Available via a tax efficient ISA product wrapper.
Portfolio SRI / ESG options available
Only applicable for DFM’s & portfolio providers. Finds those that offer an SRI / ESG portfolio option Fund Management Company InformationAbout The Business
Boutique / specialist fund management company
Find fund / asset management companies that are smaller or specialise in particular areas - notably, ideally ESG related. Strategies vary.
Responsible ownership / stewardship policy or strategy (AFM companywide)
Finds fund / asset management companies that have a published company wide stewardship, engagement and / or responsible ownership policy or strategy that covers all investments. Stewardship typically involves encouraging higher ESG standards through voting and dialogue.
Diversity, equality & inclusion engagement policy (AFM companywide)
Find fund / asset management companies that encourage the companies they invest in to have strong diversity, race, gender and other equality policies across all assets held, not simply screened or themed SRI/ESG funds. (ie Asset Management company wide). Collaborations & Affiliations
PRI signatory
Find fund / asset management companies that have signed up to the UN backed 'Principles of Responsible Investment'.
UKSIF member
Find fund / asset management companies that are members of UKSIF - the UK Sustainable Investment and Finance association Engagement Approach
Engaging to reduce plastics pollution / waste
Fund / asset manager has stewardship /responsible ownership strategy with involves encouraging investee asset to reduce plastic waste and pollution.
Engaging to stop modern slavery
Fund / asset manager is working with the assets they hold to help stamp out modern slavery - where direct or indirect company employees are exploited for business benefits.
Engaging on mental health issues
Fund / asset manager has stewardship strategy in place which involves discussing mental health issues with investee companies - with the aim of raising standards Sustainable, Responsible &/or ESG Policy:The portfolios embed sustainability into every stage of portfolio construction, guided by our four-pillar framework: avoid harm, do good, drive change, and deliver returns. From an ESG perspective, we apply a pragmatic negative screening process to exclude sectors such as fossil fuels, tobacco, weapons, and poor governance, while retaining flexibility as we acknowledge you need a seat at the table to make a company better. Positive screening prioritises funds delivering measurable environmental and social outcomes, with allocations across sustainable focus, improvers, thematic and impact strategies. Themes include climate transition, healthcare innovation, water and waste, and social inclusion. Our process goes beyond screening. Stewardship and engagement are central, with TAM challenging fund managers and companies on issues such as plastic reduction and ultra-processed foods. This education-first approach seeks to raise standards, influence change, and promote transparency. Impact is measured via ESG metrics, SDG alignment, carbon data and stewardship outcomes, supported by Bloomberg. The portfolios therefore aim to deliver positive environmental and social outcomes, such as reduced plastic leakage, improved health outcomes and lower carbon intensity, while achieving competitive financial returns. Process:The TAM Sustainable World portfolios follow a structured yet pragmatic process to ensure sustainability and financial returns are embedded at every stage.
This process ensures every portfolio holding is both a credible financial investment and a contributor to positive environmental and social outcomes. Resources, Affiliations & Corporate Strategies:
AM embeds sustainability across its investment and corporate practices, supported by both internal resources and external expertise. The Sustainable World portfolios are managed by a dedicated team of portfolio managers, supported by analysts and operations staff, with ESG integration, stewardship and responsible ownership embedded in their roles. Our investment team utilises Bloomberg sustainability datasets and Clarity AI for ESG metrics, SDG alignment, carbon footprint analysis, and controversy monitoring, ensuring independent validation of fund manager claims. Oversight of strategy, governance, and risk is provided by TAM’s Investment Management Committee, which sets strategic and tactical allocations, and by senior leadership under FCA regulation. TAM is a signatory of the UN-supported Principles for Responsible Investment (PRI) and a proud member of UKSIF, supporting Good Money Week and broader awareness campaigns. We are also a Carbon Neutral Plus organisation, independently verified by Carbon Footprint Ltd, and part of the AdviserAction initiative to empower advisers and clients in stewardship. TAM runs a Sustainability Hub to educate investors and publishes regular sustainability insights. Our culture extends beyond investments, with over £600,000 raised for charities and client initiatives such as “You Give We Give” amplifying positive social impact. SDR Labelling:Not eligible to use label (out of scope) Fund HoldingsDisclaimerThe TAM Sustainable World portfolios are managed by TAM Asset Management Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA No. 208243). Investments may go down as well as up and past performance is not a guide to future returns. The value of investments can fall below the amount originally invested and is not guaranteed. The sustainability information provided reflects TAM’s current investment process and is subject to change as regulations, data availability, and fund manager practices evolve. While portfolios are constructed to avoid harm, do good, and drive change, there can be no assurance that sustainability objectives will be met. All investments are subject to market risk, credit risk, and other risks. This material is provided for information purposes only and does not constitute investment advice, recommendation, or an offer to invest. |
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