Climate Change Strategies

At Holden & Partners we believe that the world is going through a structural economic change based around the environment and use of resources, which we feel calls for a different approach to investment (Climate Change Investment). However, in reality many client portfolios do not take on a significantly different feel as a result.

We run three investment models (growth, balanced and income) to guide our clients, whether they have a conventional, ethical or environmental approach, tailoring the models to suit the clients and their financial objectives. (see ‘asset allocation’). Thus we do not ignore the short term drivers to assets and their valuations and would expect to see many of the familiar names other wealth managers use in their portfolio construction. So it is important to realise that we build climate change into our portfolios, without ignoring today’s economic fundamentals and consensus.

We are able to do this because climate change stocks tend to fill the global growth element of our portfolios. Very few of the companies reacting and preparing for climate change are UK companies and so our models tend to bias towards climate change investment, within the global section of our models. (See Climate Change Investment Funds for details of funds available).

The launch of the ‘Climate Assets fund’ by Cheviot asset management this year is an exciting addition to our strategies, because as a multi asset fund with a 3% yield target, it will improve the exposure a client can have from a risk perspective in this area.

You should note however, that we are an advisory firm and as such work with all clients to achieve a balance which they are happy with. Our climate change expertise provides a useful extra layer in our armoury to protect your long term wealth.