Copia has designed the Select ESG portfolio range for you to offer those of your clients who want to invest following Environmental, Social and Governance (ESG) principles.
These ESG portfolios are designed to grow and preserve capital over the medium-to long-term. They have been designed for people with long-term investment horizons, where there is a need for a portfolio that is diversified across multiple asset classes and geographies.
The range is constructed with MSCI ESG-compliant funds that are then screened for performance, ESG profile and value-for-money characteristics. With accusations of “greenwashing” surrounding many investments with the ESG label, we strongly believe this way of constructing portfolios is the best way to stay true to the principles of responsible investment.
As the winner of Citywire’s ‘Best Value for Money’ award, we know how to keep costs down while delivering performance, and an impressive ESG impact. There are five compelling reasons for your clients to invest in our blended Select ESG portfolios:
A positive ESG impact across a range of criteria from human rights to carbon footprints. Our portfolios have significantly lower negative impacts on the environment and society, and they support far more businesses with a positive ESG agenda, compared with similar non-ESG portfolios.
AAA rated by MSCI: Copia works with MSCI, a world leader in ESG integration, to ensure our portfolios are ESG compliant. All our ESG portfolios have the highest rating possible (AAA), making them leaders putting them leaders in the field (in fact, our portfolios, based on their weighted average ratings, are in the top 15% of the funds universe ranked by MSCI1).
Strong performance: designed to grow and preserve capital over the medium-to-long term, historically our Select ESG Balanced portfolio has generated a 35.1% return between inception on 31 March 2020 and 31 December 20212.
Competitive cost: thanks to their primarily passive construction, the OCF of our portfolios’ underlying funds ranges from 0.15% to 0.24%: a considerable cost-advantage compared to competitor portfolios.
Data-driven investment approach: Our Select ESG portfolios are constructed using both quantitative and qualitative criteria.
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This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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