Don't miss TAM at Good Money Week!

We are delighted to let you know that we have partnered with the UK Sustainable Investment and Finance Association (UKSIF) for their annual Good Money Week event running from the 2nd to the 8th of October!

Good Money Week raises awareness of sustainable, responsible and ethical finance to help people make good money choices. This year UKSIF will look at how our money can support a green and fair recovery after the pandemic, ensuring that we build back in a way that works for people, planet, health and wealth.

TAM is proud to be one of the first DFMs to market with a range of risk-graded ESG model investment portfolios available to all investors at an AMC of just 0.4% with no minimum investment requirement. Our ESG portfolios are Defaqto risk-rated and some now celebrate an 8-year track record.

TAM ESG Portfolio Performance as at 31 August 2021

TAM Portfolio
month
month
1 year
3 year
5 year
Since
inception
Defaqto
risk-rating

ESG Defensive

2.10

4.70

5.26

10.67

16.77

21.53

3

ESG Cautious

3.88

7.45

10.91

14.83

24.53

46.08

4

ESG Balanced

5.04

8.67

15.33

20.12

35.68

48.41

5

ESG Growth

6.85

11.37

20.24

29.18

50.87

66.48

6

ESG Adventurous

8.03

13.73

25.69

34.08

61.85

87.97

7

Source: TAM Asset Management Ltd. TAM ESG GBP portfolio return from inception (Defensive 01/01/16, Cautious 01/07/13, Balanced 01/01/14, Growth 01/04/14, Adventurous 01/11/13) to 31/08/21. Past performance is not a guide to future returns. 

Never have ESG considerations for clients' investments been more important. We can't wait to be involved with this essential industry event and we are looking forward to watching our CEO Lester Petch in action on Thursday's panel: The risk that greenwashing poses to retail engagement.

You can sign up for this and many more fantastic sessions throughout the week by clicking the link below. Don't miss out, register your free place today.
 


If you'd like to speak to us about our involvement in Good Money Week, or our services in general, please get in touch with the business development manager in your region who will be very happy to help.