Posted on: April 15th, 2014
Following a review by the ‘Parmenion Ethical Oversight Committee’ award winning Discretionary Fund Manager ‘Parmenion’ has launched new ethical (SRI) literature to set out their updated ethical portfolio options to financial advisers.
The review follows the addition of Julia Dreblow of sriServices to the Parmenion Ethical Oversight Committee in August 2013. She joined highly regarded financial adviser Julian Parrott and specialist fund Manager Andrew Gilbert on the committee in order to help guide the sustainable, responsible and ethical aspects of fund approval and communication.
Parmenion now offers four distinct portfolio options, all of which have the option to be tailor made to suit client’s risk profiles.
The options are:
A – Responsible Leaders Portfolio
B – Sustainability Leaders Portfolio
C – Ethical Leaders Portfolio
D – Traditional Ethical Leaders Portfolio
The revised suite of SRI literature now includes an ‘Ethical Fact Find’, ‘An Adviser Guide to Investing Ethically with Parmenion’ and the new ‘PIM Strategic Ethical Porfolios – Technical Guide for Advisers’.
The aim of the review was to ensure the Parmenion SRI options would appeal to the widest possible range of interested investors whilst bringing greater clarity to their range of options.
The range of options transitions from being ‘ESG and engagement’ oriented (option A) through to ‘strictly ethically screened’ (option D) via the thematic and positive oriented mid (and mass?) market options (B&C). Ethical exclusions increase as you read down the list of options.
Why is this useful to advisers?
The new literature is intended only for use by financial advisers. For further information advisers should visit:
Links to the new literature are below:
‘PIM Strategic Ethical Portfolios – Ethical Fact Find – April 2014 (1)‘ (UPDATED JAN 2015 – see Literature Directory)