We've been nominated!

We are delighted to announce that for the second consecutive year, TAM has been nominated for Best Ethical Discretionary Fund Manager at the Investment Life & Pensions Moneyfacts Awards. 
 

Richard Eagling, Editor of Investment Life & Pensions Moneyfacts, said: “The Investment Life & Pensions Moneyfacts Awards showcase all the hard work conducted by the financial services community and recognise the product providers and financial advisers that have excelled over the last 12 months. By covering the full spectrum of investment, retirement and protection markets, the Investment Life & Pensions Moneyfacts Awards remain the most comprehensive in the sector. Central to the prestige of our awards and our confidence in ensuring that they provide a true measure of industry-wide excellence, is the rigorous process by which the finalists and eventual winners are decided.”
 

TAM's ethical offering, comprising of five risk-graded, diversified investment portfolio options, has grown from strength to strength over the years and now celebrates a five year track record.


Portfolio options
Your client can select an investment portfolio that most closely reflects their investment return objectives and attitude to risk. We offer five portfolios that span the risk spectrum from more defensive, lower risk returns, through to higher risk, equity based investment returns.
 

Source: TAM Asset Management Ltd. Illustration only. The value of investments, and the income from it, may go down as well as up and may fall below the amount initially invested. Weightings may deviate from these levels at the Investment Team's discretion whilst staying within specific guidelines.


Accessibility
We have made our portfolios as accessible as possible, accepting investments directly or transfers from your client's ISA, pension scheme (SIPP and QROPS), life insurance bond, wrapper, or trust. We work with most of the major product providers, making life just that little bit easier for you.
 

 



Security
The security of your client's investment is paramount, which is why TAM does not seek to hold client assets directly and instead investments are typically held on the client's behalf with our custodian, Pershing Securities Limited:

  • Over 600,000 clients with assets of over US$1.8 trillion
  • Part of The Bank of New York Mellon Corporation (BNY Mellon), one of the world’s largest and strongest financial institutions
  • Offering some of the highest levels of protection available in the industry



Diversification
TAM uses diversification across asset class, geographical focus, and underlying funds to spread risk and exposure in our investment portfolios.
 

         

Source: TAM Asset Management Ltd. Diagram representative of a TAM Ethical Balanced portfolio. Weightings may deviate from these levels at the Investment Team's discretion whilst staying within specific guidelines.

 

Performance
Launched in 2013, our TAM Ethical portfolios currently celebrate a five year track record.



Source: TAM Asset Management Ltd. Ethical portfolio return from 1st May 2014 to 30th April 2019 net of TAM fees. Past performance is not necessarily a guide to future returns. The value of an investment, and the income from it, may go down as well as up and may fall below the amount initially invested. 


Transparency 
Everything your client could need to know about their portfolio is delivered through TAM's innovative online platform:

  • Log in anytime, from anywhere and on any device
  • Commentary available 24/7
  • Fully customisable, periodic reporting and information down to contract note level
  • Immediate, internet-based valuations can be viewed online, printed or saved as a PDF


Competitive pricing 
There is no premium cost for your client to invest into one of our ethical investment solutions.
 

Annual Management Charge

TAM Platform Fee

Average Fund Charge (OCF)

0.40%

0.25%

0.50%

 

Ethical approach
Ethical asset management has evolved over the years and today there are many different strategies such as; positive and negative screening, ESG investment, engagement, values based investing and impact investing. The TAM Ethical models incorporate a variety of the above investment styles, taking full advantage of the dramatic growth and development of the different strategies that have taken place in the ethical market. We aim to appeal to a wide range of ethically minded investors by providing portfolios that suit their socially responsible, as well as financial requirements.
 


 

TAM is a member of the UK Sustainable Investment and Finance Association who promote responsible investment and other forms of finance that support sustainable economic development, enhance quality of life and safeguard the environment.


Pioneer in charitable giving 
All TAM GIA and ISA clients have the exclusive opportunity to participate in our 'You Give, We Give’ scheme, opting to donate a percentage of their annual portfolio gain to a charity of their choice, and TAM will match that donation with an equal percentage from our annual fee for managing their portfolio. Find out more about the initiative here.
 

 

For more information or to speak to us about our award-nominated ethical discretionary service, please contact our in-house ethical investment specialist, Stephanie Sotiriou, via phone: +44(0)207 549 7700 or email: stephanie.sotiriou@tamassetmanagement.com.


Winners of the 2019 Life & Pensions Moneyfacts Awards will be revealed at a gala dinner held at The Hilton Park Lane Hotel in London on 19th September 2019. We hope you will join us in keeping everything crossed for a win this time around!

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