As a signatory to the UN Principles for Responsible Investment, Whitehelm Advisers is committed to applying the six principles within our asset consulting business, integrating environmental, social and governance (ESG) considerations into our recommendations to clients.
Consistent with our bespoke and customised approach to asset consulting, Whitehelm Advisers tailors the ESG offering to each client’s needs, recognising that clients will have their own set of corporate values, and preferred method of expressing those values during the implementation of those policy decisions. Whitehelm Advisers can assist clients wishing to implement ESG/responsible investment policy decisions by way of ESG integration, proxy voting and engagement, through to positive and negative screening or a combination of these approaches.
We can assist clients across all stages of the implementation lifecycle, including:
- Policy formulation and integration with governance frameworks
- Portfolio ESG appraisal
- ESG screening and portfolio impact assessment
- Manager selection
- Manager monitoring
Whitehelm Advisers is a signatory to the UN Principles for Responsible Investment (UNPRI).