Landing Page – ESG March 2022 v4.0

Confused about ESG?
Here’s how Copia can help

Do you have clients who want to invest following Environmental, Social and Governance (ESG) principles?  We have five compelling reasons for your clients to invest in our blended Select ESG portfolios:

1. A positive ESG impact
2. AAA rated by MSCI
3. Strong performance
4. Competitive cost
5. Data-driven investment approach

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.

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.

A positive ESG impact

Our portfolios have significantly lower negative impacts on the environment and society across a range of criteria from human rights to carbon footprints and 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.

For more information about our range of Select ESG portfolios, click here. Or to talk to one of our team, get in touch
  1. Although Copia Capital Management’s information providers, including without limitation, MSCI ESG Research LLC and its affiliates (“the ESG Parties”), obtain information (the “information”) from sources they consider to be reliable, none of the ESG parties warrants or guarantees the originality, accuracy and/or completeness of any data herein and expressly disclaim all express or implied warranties, including those of merchantability and fitness for a particular purpose. The information may only be used for your internal use and may not be reproduced or disseminated in any form and may not be used as a basis, or a component of, any financial instruments or products or indices. Further none of the information can in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. None of the ESG Parties shall have any liability for any errors or omissions in connection with any data herein, or any liability for any direct, indirect, special punitive, consequential or any other damages (including loss or profits) even if notified of the possibility of such damages)

  2. Source: Copia Capital, Refinitiv data steam. Returns based on Total return, assuming income is re-invested immediately and realigned on due dates. Past performance takes into account the charges and expenses of the underlying ETFs and Funds. Other charges, such as Copia’s Management Charge, platform and Adviser charges will have the effect of reducing investment performance.

Copia Capital Management

Fleet House, 8-12 New Bridge Street, EC4V 6AL

Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

© 2021 Copia Capital

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