Sustainable Investment Management

Grow your wealth with sustainable and responsible investment management from Holden & Partners. Align your financial goals with positive environmental and social impact, avoiding sectors like fossil fuels, tobacco, and gambling, and invest for returns and long-term value.

Get in touch

Achieving financial growth with sustainable investment strategies

Achieving financial growth doesn’t have to come at the expense of your values. By creating sustainable and responsible investment portfolios, Holden & Partners help you align your financial goals with responsible investment strategies. Our investment managers strive to deliver attractive financial returns while addressing environmental, social, and governance (ESG) concerns to ensure a positive impact.

As a boutique environmental financial advice firm, we specialise in sustainable and responsible investing, supporting the UN’s Sustainable Development Goals (SDGs). Our expertise ensures your investment decisions drive long-term value and meaningful environmental impact.

What our sustainable investment management service offers

Environmental, Social, & Governance (ESG) investment approach
We use our unique ESG investing method, combining theme ideas, sustainability objectives, and ethical screening. Our approach seeks to exclude sectors like fossil fuels, tobacco, and gambling and instead focuses on businesses addressing global issues like healthcare innovation and climate change.
Our portfolios strive for competitive profits with good environmental and social impact by investing in companies that are well-positioned for future growth, ensuring that your values are represented in your investments.

Professional ESG analysis & research
To find high-impact opportunities, our in-house investment experts carefully consider Environmental, Social, and Governance (ESG) factors.
Our team of experts ensure your investments adhere to ethical standards by checking funds for greenwashing, examining their sustainability credentials, and monitoring performance. This proven methodology produces strong, empirically supported portfolios intended for both significant social and environmental impact and long-term financial success.

Providing sustainable investment advice to Charities
Our expertise lies in assisting trustee boards and charities in selecting sustainable investment plans that align with their goals.
With our proficiency in ESG-focused investments, we assist organisations in generating financial returns while promoting initiatives like community development and sustainable energy.

What are sustainable investment strategies?

Sustainable and responsible investment management aligns financial goals with positive environmental and social impact, excluding harmful sectors as much as possible. This approach seeks attractive returns while supporting long-term value and sustainable development.

We are home to an independent investment management team, who construct portfolios, screen and constantly monitor sustainable claims of the funds they select.

“Stefani manages my money, ensuring that I am maximising my ISA allowance and that my money is being invested in companies that share my ethical considerations.”

Why partner with us for sustainable investment management?

At Holden & Partners, we believe investing is about more than just financial rewards; it’s about matching your money to your ideals. As a B Corp-certified company, sustainability and responsibility are embedded in everything we do, and we’ve been advocating for responsible investing since 2003.

Our skilled investment managers create and manage portfolios that seek to provide long-term value while addressing major sustainability challenges, including climate change, and social impact. We help individuals, families, and businesses invest in ways that reflect their ideas and objectives.

Our investment management team have developed their own stringent screening and monitoring methodology to ensure the credentials of the funds they select, steering clear of greenwashing and applying the new Financial Conduct Authority guidelines to our approach and communications.

What are the benefits of sustainable investment management?

Sustainable investment management allows you to increase your wealth while helping to create a more sustainable future.

Align your investments with your values
We assist you in investing in companies and initiatives that align with your ethical values, such as renewable energy, sustainable land use, or healthcare innovation.
Create a positive impact
Our ethical investing methods allow you to support programmes tackling climate change, biodiversity loss, and sustainability while avoiding damaging sectors
Achieve your long-term financial goals
Our sustainable portfolios aim to generate attractive financial returns in balance with the world around us.

How do sustainable investments generate returns?

Sustainable investments seek to generate competitive returns by focusing on companies and projects that prioritise long-term value, responsible practices, and environmental sustainability.
What sectors are avoided in sustainable investing?

Sustainable investing typically excludes sectors like fossil fuels, tobacco, gambling, and industries that contribute negatively to environmental or social issues.
Can sustainable investments outperform traditional investments?

While sustainable investments may involve some trade-offs, they can outperform traditional investments by focusing on companies that are well-managed, forward thinking, and resilient to future risks.
How do sustainable investments contribute to environmental or social impact?

Sustainable investments focus on supporting businesses and projects that tackle global challenges, such as climate change, social inequality, and poverty, thus contributing to positive environmental and social change.

Get started in three easy steps

Get in touch

Contact us by phone, email, or online form to book a free consultation. Whether you prefer an in-person meeting or a virtual chat, we’ll start by establishing your requirements and specific goals.

Chat to an expert

During the meeting, we will offer straightforward recommendations and discuss how we can help you. We’re here to answer all your questions and provide realistic ideas to help you achieve your financial objectives.

Get a fixed quote

We provide clear pricing with no hidden surprises. Once we’ve analysed your needs, we’ll deliver a clear, set quotation so you know precisely what to expect before proceeding.

Book a video call

Interested in Becoming a client? Book a 30-minute video call and we'll answer all your questions.

Book a video call

Request a callback

Our Financial Planners are ready to help, Just let us know your name, number and the best time to call.

Request a callback

Email us

Just leave your name, email and a short message, and one of our Financial Planners will be in touch.

Email us