We complement our own award winning investment process with ethically focused research provided by experts Virtuo Wealth Management and Morningstar. Their experience in this sector provides essential support to TAM’s investment management team in the process of reviewing and selecting ethical investments.
Both TAM and Virtuo are members of the UK Sustainable Investment and Finance Association (UKSIF) who promote responsible investment and other forms of ﬁnance that support sustainable economic development, enhance quality of life and safeguard the environment. Further to that, Virtuo is a member of the Ethical Investment Association (EIA) which is an association of ﬁnancial services professionals from around the UK, dedicated to the promotion of ethical and sustainable investment.
In March 2016, investment research ﬁrm Morningstar, released its Morningstar Sustainability Rating for over 20,000 funds - a measure of how well the companies held by a fund are managing their Ethical, Social and Governance (ESG) risks and opportunities when compared with similar funds. They use company level ESG data from Sustainalytics, a leading provider of ESG ratings and research, to calculate the rating.
This is an important ﬁrst step toward providing investors with better tools to evaluate and compare funds based on sustainable investing principles. It is an advancement that should help socially responsible investors generate better outcomes when measured in terms of ESG opportunities and risks. TAM are delighted with this innovative and valuable resource that Morningstar are producing to help the investment decisions made by our ethical oversight committee.