Environment, Social & Governance Approach 

Responsible investing that takes into account environmental, social and corporate governance factors could quite simply be viewed as sensible long-term investing.

We therefore welcome St. James’s Place’s on-going commitments in this area, including:

• Having 100% of fund managers being PRI signatories

• Members of the Net-Zero Asset Owner Alliance, committed to transitioning investments to the net-zero emissions by 2050

• Making responsible investing an explicit element of their fund manager ‘select, monitor, change’ process

• Appointing Impax Asset Management to run the Sustainable & Responsible Equity fund in November 2018

• Publishing their annual TCFD Product report which shows carbon emissions and climate metrics for their funds

• Offering portfolios that take into account ESG factors through Rowan Dartington, the Discretionary Fund management and Stockbroking arm of St. James’s Place.

The value of an investment with St. James’s Place or Rowan Dartington may fall as well as rise. You may get back less than you invested.

As a business we also seek to operate in a way that minimises our impact on the environment, is mindful of our wider role and responsibilities to our stakeholders, and align our ethical standards with those set out by the Chartered Institute of Insurance Code of ethics. The steps we have taken towards our ambition to be socially responsible to wider stakeholders include:

  • The use of digital correspondence and encouraging clients to go paperless
  • Offering online meetings
  • Supporting staff with ‘part time’ and ‘full time’ home working
  • Supporting staff with time off to give back to local community projects and charitable work
  • Use of 100% Zero Carbon energy tariff
  • Recycling
  • Provision of EV charging point on site
  • Gold membership sponsorship of the Norfolk Wildlife Trust