Help your clients navigate the green maze with Tilney

At Tilney we believe that the key themes associated with sustainability are now the mainstream for businesses and consumers. They also provide an attractive investment opportunity as the global economy becomes more focused on sustainability.

As consumers, how we think and how we act all point towards a greener, cleaner and more transparent environment. Whether it is reducing our plastic waste, considering our daily carbon footprint or questioning the diversity of company boards, the themes of sustainability are all around us.

However, investing in this area is not always straightforward, with advisers and clients often facing a green maze of approaches and buzzwords, which can cause confusion and damage relationships if not managed carefully.

A 10-year track record in ethical and sustainable investment from Tilney

That's why at Tilney we aim to keep our approach as straightforward as possible and let our track record of running ethical and sustainable mandates before they were fashionable do the talking.

Tilney has a track record over 10 years of ethical and sustainable investment and our Sustainable Managed Portfolio Service (SMPS) offers clients a range of risk-rated, diversified managed portfolios suitable for the most cautious of investors through to those prepared to accept risk with the potential for higher returns.

The aim of each portfolio is to achieve, over the long term, an investment return of capital growth via a multi-asset portfolio of investments, demonstrating Environmental, Social, Governance (ESG) and Sustainable credentials. We also spend significant time and resources avoiding certain areas of the market, which we believe pose the greatest risks to both value and values.

Our fund selection process

Our sustainable portfolios feature the best ideas from our dedicated and experienced in-house research team, who are actively engaged throughout the year with companies and fund managers. The fund selection process combines our proprietary research framework with additional screening techniques and due diligence that analyses Environmental Social Governance policies to identify funds that meet our sustainable criteria. Our portfolios also include a range of positive impacts such as helping to fund renewable energy projects, improving health care provision and supporting many of the United Nation's 17 Sustainable Development Goals.

When your clients invest with Tilney, they are investing with an organisation that is itself committed to developing a more sustainable environment and recognises the importance of taking a proactive stewardship role. We expect all of our underlying investments to be actively involved in shareholder engagement – both with us as investors and with the management teams of the companies that they invest in on our behalf. We believe that strong governance plays a key role in delivering good returns over the long term.

We are proud to be part of a company that contributes to their local communities through fundraising and volunteering. The Tilney Charitable Trust was established in 1979 and since then has donated over £3million to local and national charities. Giving Back, our community investment programme, allows us to share our exceptional talent and skills with other organisations and charities; helping them to achieve their goals and helping us to build and develop our teams.

To find out more about Tilney’s Sustainable Managed Portfolio Service (SMPS) please contact Mark Coles, Head of Key Accounts on 07870 851180 or email

Alternatively visit the Tilney for Professionals website at

Important information

This advert is solely for professional advisers and should not be construed as investment advice. The value of investments can go down as well as up and investors may not get back the amount invested. Please note that some ethical funds may, by definition, have a limited investment universe; this may affect performance.