Hawksmoor Sustainable World Discretionary Portfolio Management Service

SRI Style:

Sustainable Style

SDR Labelling:

Not eligible to use label

Product:

DFM/Portfolio

Fund Region:

Global

Fund Asset Type:

Multi Asset

Launch Date:

01/03/2017

Last Amended:

Apr 2021

Dialshifter ():

Fund Size:

£12.10m

(as at: 31/12/2021)

Total Screened Themed SRI Assets:

£90.60m

Total Assets Under Management:

£1350.00m

Sustainable, Responsible
&/or ESG Overview:

No response when requested update (December 2024) - last updated April 2021

 

Hawksmoor offers two strands of sustainable investment services – our Sustainable World Discretionary Portfolio Management Service (DPMS) and our Sustainable World Model Portfolio Service (MPS). Our Sustainable World services are purposefully a ‘broad church’ of sustainable investment, encompassing everything from funds adopting a traditional negative screening approach to funds actively seeking to invest in companies making a positive impact on the environment and/or society. This introduces our framework for considering and evaluating different types of sustainable funds – Impact, Integration and Exclusion (see below for more details).

 

Hawksmoor’s Sustainable World services allow clients to align their investment objectives with supporting the United Nations Sustainable Development Goals. We are not simply constructing portfolios of high quality sustainable funds. We believe that investing sustainably should not involve clients taking on more risk than in ‘traditional’ portfolios; should not require a higher minimum investment amount; and should not come with premium fees.

Primary fund last amended:

Apr 2021

Information directly from fund manager.

Fund Filters

Sustainability - General
Sustainability focus

Find funds which substantially focus on sustainability issues

Fund Governance
ESG integration strategy

Find funds 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 and large cap companies / assets

Find a fund that invests in a combination of small, medium and larger (potentially multinational)companies.

How The Fund Works
Positive selection bias

Find funds that focus on finding and investing in companies with positive / beneficial attributes. This strategy can be applied in addition to exclusion criteria and engagement/stewardship activity.

Intended Clients & Product Options
Intended for investors interested in sustainability

Finds funds designed to meet the needs of individual investors with an interest in sustainability issues.

Available via an ISA (OEIC only)

Find funds that are available via a tax efficient ISA product wrapper.

Portfolio SRI / ESG options available (DFMs)

Only applicable for DFM’s & portfolio providers. Finds those that offer an SRI / ESG portfolio option

Multiple SRI / ESG portfolio options available (DFMs)

Only applicable for DFM’s & portfolio providers. Find service providers who offer multiple SRI / ESG portfolio options

Bespoke SRI / ESG portfolios available (DFMs)

Only applicable for DFM’s & portfolio providers. Find service providers who offer bespoke ('personalised') SRI / ESG portfolio options

Sustainable, Responsible &/or ESG Policy:

Our Sustainable World services are purposefully a ‘broad church’ of sustainable investment. Allied with this, we have developed a framework for considering and evaluating different types of sustainable funds – Impact, Integration and Exclusion.

 

  • Impact funds actively seek to invest in companies making a positive impact on the environment and/or society (Examples of themes include improving the efficiency of using natural resources and providing financial services to under-served populations)
  • Integration funds go above and beyond traditional negative screening in order to incorporate at least one element of positive screening (Examples include companies with strong community and labour relations and those with best-in-class health and safety provision)
  • Exclusion funds adopt a traditional negative screening approach in order to avoid investment in companies and industries undertaking contentious activities (Examples include fossil fuels and armaments)

 

This is not black and white, but we invest in funds that sit in each of these three categories. This framework helps us, our Investment Managers, financial advisers and their clients to think about and position different types of sustainable funds. We are not prescriptive in terms of our Impact, Integration and Exclusion framework – for example, we don’t require a portfolio to have a certain percentage in any one category. Whilst it can be difficult to ‘draw a line in the sand’, we adopt a common sense approach regarding the negative screening processes of funds which sit in our Exclusion category – a reasonable minimum standard would be the presence of five robust exclusions (although many of our chosen funds have far more comprehensive screening processes than this). We consider each fund we research on its own merits, from both an investment perspective and a sustainability perspective.

Process:

Given the variety of different approaches to sustainable investment, our proprietary fund research process is very important. We believe there is no substitute for meeting managers and holding calls with them, finding out what they’re really trying to achieve, what investment style they have, how they’re positioned, why they’re positioned that way, how their fund has performed and how we might expect it to perform in future, amongst other factors. Our fund research process helps to ensure that we avoid ‘greenwashing’ and ‘rainbow-washing’.

 

Hawksmoor’s Sustainable World services feature exactly the same asset allocation, portfolio construction, fund research and risk control processes as per our ‘traditional’ portfolios. Our risk scoring system applies across the board, whereby each security is assigned a risk score, and each portfolio has both a weighted-average risk score and a maximum individual risk score (both of which must adhere to strict parameters). In parallel to this, we have developed a sustainability scoring system employing similar principles. The purpose is to cater more accurately to individual mandates, and to highlight any sustainability-based risks or inappropriate holdings in portfolios.

Resources, Affiliations & Corporate Strategies:

Hawksmoor’s in-house Research team represents our sustainable investment resource. The Research team comprises Chief Investment Officer (Private Clients) Jim Wood-Smith, Senior Fund Analyst James Clark, Investment Analysts George Salmon and Ben Luck, and MPS/Research Assistant Emily Cave. We have been working in the field of sustainable investment since early 2017. Our proprietary fund research process is a key resource in itself, including attending regular meetings, holding conference calls and attending investment conference sessions with managers of sustainable funds. We also utilize Vigeo Eiris.

 

SDR Labelling:

Not eligible to use label

Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

Hawksmoor Sustainable World Discretionary Portfolio Management Service

Sustainable Style Not eligible to use label DFM/Portfolio Global Multi Asset 01/03/2017 Apr 2021

Fund Size: £12.10m

(as at: 31/12/2021)

Total Screened Themed SRI Assets: £90.60m

(as at: 31/12/2021)

Total Assets Under Management: £1350.00m

(as at: 31/12/2021)

Sustainable, Responsible &/or ESG Overview

No response when requested update (December 2024) - last updated April 2021

 

Hawksmoor offers two strands of sustainable investment services – our Sustainable World Discretionary Portfolio Management Service (DPMS) and our Sustainable World Model Portfolio Service (MPS). Our Sustainable World services are purposefully a ‘broad church’ of sustainable investment, encompassing everything from funds adopting a traditional negative screening approach to funds actively seeking to invest in companies making a positive impact on the environment and/or society. This introduces our framework for considering and evaluating different types of sustainable funds – Impact, Integration and Exclusion (see below for more details).

 

Hawksmoor’s Sustainable World services allow clients to align their investment objectives with supporting the United Nations Sustainable Development Goals. We are not simply constructing portfolios of high quality sustainable funds. We believe that investing sustainably should not involve clients taking on more risk than in ‘traditional’ portfolios; should not require a higher minimum investment amount; and should not come with premium fees.

Primary fund last amended: Apr 2021

Information received directly from Fund Manager

Please select what you would like to read:

Fund Filters

Sustainability - General
Sustainability focus

Find funds which substantially focus on sustainability issues

Fund Governance
ESG integration strategy

Find funds 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 and large cap companies / assets

Find a fund that invests in a combination of small, medium and larger (potentially multinational)companies.

How The Fund Works
Positive selection bias

Find funds that focus on finding and investing in companies with positive / beneficial attributes. This strategy can be applied in addition to exclusion criteria and engagement/stewardship activity.

Intended Clients & Product Options
Intended for investors interested in sustainability

Finds funds designed to meet the needs of individual investors with an interest in sustainability issues.

Available via an ISA (OEIC only)

Find funds that are available via a tax efficient ISA product wrapper.

Portfolio SRI / ESG options available (DFMs)

Only applicable for DFM’s & portfolio providers. Finds those that offer an SRI / ESG portfolio option

Multiple SRI / ESG portfolio options available (DFMs)

Only applicable for DFM’s & portfolio providers. Find service providers who offer multiple SRI / ESG portfolio options

Bespoke SRI / ESG portfolios available (DFMs)

Only applicable for DFM’s & portfolio providers. Find service providers who offer bespoke ('personalised') SRI / ESG portfolio options

Sustainable, Responsible &/or ESG Policy:

Our Sustainable World services are purposefully a ‘broad church’ of sustainable investment. Allied with this, we have developed a framework for considering and evaluating different types of sustainable funds – Impact, Integration and Exclusion.

 

  • Impact funds actively seek to invest in companies making a positive impact on the environment and/or society (Examples of themes include improving the efficiency of using natural resources and providing financial services to under-served populations)
  • Integration funds go above and beyond traditional negative screening in order to incorporate at least one element of positive screening (Examples include companies with strong community and labour relations and those with best-in-class health and safety provision)
  • Exclusion funds adopt a traditional negative screening approach in order to avoid investment in companies and industries undertaking contentious activities (Examples include fossil fuels and armaments)

 

This is not black and white, but we invest in funds that sit in each of these three categories. This framework helps us, our Investment Managers, financial advisers and their clients to think about and position different types of sustainable funds. We are not prescriptive in terms of our Impact, Integration and Exclusion framework – for example, we don’t require a portfolio to have a certain percentage in any one category. Whilst it can be difficult to ‘draw a line in the sand’, we adopt a common sense approach regarding the negative screening processes of funds which sit in our Exclusion category – a reasonable minimum standard would be the presence of five robust exclusions (although many of our chosen funds have far more comprehensive screening processes than this). We consider each fund we research on its own merits, from both an investment perspective and a sustainability perspective.

Process:

Given the variety of different approaches to sustainable investment, our proprietary fund research process is very important. We believe there is no substitute for meeting managers and holding calls with them, finding out what they’re really trying to achieve, what investment style they have, how they’re positioned, why they’re positioned that way, how their fund has performed and how we might expect it to perform in future, amongst other factors. Our fund research process helps to ensure that we avoid ‘greenwashing’ and ‘rainbow-washing’.

 

Hawksmoor’s Sustainable World services feature exactly the same asset allocation, portfolio construction, fund research and risk control processes as per our ‘traditional’ portfolios. Our risk scoring system applies across the board, whereby each security is assigned a risk score, and each portfolio has both a weighted-average risk score and a maximum individual risk score (both of which must adhere to strict parameters). In parallel to this, we have developed a sustainability scoring system employing similar principles. The purpose is to cater more accurately to individual mandates, and to highlight any sustainability-based risks or inappropriate holdings in portfolios.

Resources, Affiliations & Corporate Strategies:

Hawksmoor’s in-house Research team represents our sustainable investment resource. The Research team comprises Chief Investment Officer (Private Clients) Jim Wood-Smith, Senior Fund Analyst James Clark, Investment Analysts George Salmon and Ben Luck, and MPS/Research Assistant Emily Cave. We have been working in the field of sustainable investment since early 2017. Our proprietary fund research process is a key resource in itself, including attending regular meetings, holding conference calls and attending investment conference sessions with managers of sustainable funds. We also utilize Vigeo Eiris.

 

SDR Labelling:

Not eligible to use label