Responsible Investing

Responsible investing means we aim to generate attractive long-term returns, while ensuring that the companies we own are behaving in the interests of their communities and wider society.

Mattioli Woods Responsible Equity Fund

Climate change and global warming, the impact of the pandemic and social issues all mean that investors are increasingly wanting to invest in companies that are behaving responsibly.

We now offer a fund that has a unique proposition in the area of responsible investing:

  • we look to blend direct equities and funds
  • we blend growth and value investment styles to lower  volatility while maintaining potential returns we blend geographic and thematic investments
Why invest responsibly?

Busting some myths:

  • “performance is sacrificed when investing responsibly” responsible investing aligns with a number of structural growth opportunities with the potential to outperform over the longer-term
  • “investing in this way can be expensive” – using a blend of direct equities and funds helps to lower client costs
  • “it is impossible to diversify investing like this” we see an ever-growing opportunity set
  • “returns are more volatile” – responsible investing can help to mitigate risk
Why Mattioli Woods?
  • we believe in being a responsible, resilient business; responsibly integrated, responsible to our stakeholders and responsible with other people’s money
  • responsibility has long been embedded in our investment process

We want to invest in the industries of the future and those companies that are adapting to the new environment.

Investing in companies that contribute meaningfully to at least one of the UN Sustainable Development Goals:
  1. No poverty
  2. Zero hunger
  3. Good health and well-being
  4. Quality education
  5. Gender equality
  6. Clean water and sanitation
  7. Affordable and clean energy
  8. Decent work and economic growth
  9. Industry, innovation and infrastructure
  10. Reduced inequalities
  11. Sustainable cities and communities
  12. Responsible consumption and production
  13. Climate action
  14. Life below water
  15. Life on land
  16. Peace, justice and strong institutions
  17. Partnerships for the goals
The UN SDGs help us to uncover structural growth sectors:
  • wind, solar and tidal power
  • electric vehicles
  • clean water
  • nutrition
  • waste recycling
  • battery technology
  • healthcare innovation
  • green buildings

Watch our Responsible Investing Fund webinar recording by submitting the form below

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Achieving a Better and More Sustainable Future for All

For more information or to arrange a meeting to discuss your investment options, please contact your Mattioli Woods consultant. Alternatively, email investments@mattioliwoods.com.

This page has been produced for information purposes only. It is not intended to be an invitation to buy or act upon the comments made. All investment decisions should be taken with advice, given appropriate knowledge of the investor’s circumstances and one must satisfy certain investor criteria before being considered eligible to invest. Any forward-looking statements and forecasted returns represent the current views of Mattioli Woods plc and may be subject to change. Your capital may be at risk and past performance is not a guide to future returns. Mattioli Woods plc is authorised and regulated by the Financial Conduct Authority.

Responsible
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