Alliance Trust Investments - Ten good reasons to invest sustainably
 

TEN GOOD REASONS TO INVEST SUSTAINABLY

SEE THE SENSE IN SUSTAINABILITY

There are lots of good reasons why now is the right time to consider a more sustainable investment strategy for your clients. Here are our top ten. If you want to join the conversation please Tweet us @ATInvestments using #TenGR.

Please note that the value of investments and any income from them can go down as well as up. Your client’s capital is at risk and they may not get back what they originally invested.

Reason 1
Reason 2
Reason 3
Reason 4
Reason 5
Reason 6
Reason 7
Reason 8
Reason 9
Reason 10

1
Buildings

Sustainable investing is now growing at a faster pace than traditional investing

A recent European study* found that Sustainable and Responsible Investment strategies are growing at a faster rate than the broad European asset management market.


*Source: Eurosif European SRI Study 2014

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2
crowd

Most UK investors want a sustainable option

According to YouGov, 65% of British investors want to be offered a sustainable and ethical option when choosing their investments*.


*Source: YouGov 2013 survey for National Ethical Investment Week

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3
Pie Chart

High net worth investors are shifting to sustainable investing

In 2012, sustainable investments made by Europe’s high net worth individuals increased by 60% - compared to just an 18% rise in their total wealth*. What will your clients do?


*Source: Eurosif, 2012

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4
Music notes

Being in tune with sustainability helps us deliver a stronger performance

We believe that firms making a positive contribution to our world and society are inherently in a better position to prosper than those that don’t, and when undervalued, make better investments than the market.

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5
Monitor

Our sustainable funds have outperformed the market over 1, 3 and 5 years*

Investing from energy efficiency to healthcare, our investment process makes as much sense from a returns perspective as it does from an ethical one. There is no evidence to suggest investing in our Sustainable Future funds is damaging your clients’ investment returns. The proof is in the numbers. The majority of our funds are first or second quartile over 1,3 and 5 years*.
Past performance is not a guide to future performance.


*Source: FE, Net cumulative performance as at 30/09/2015

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6
Oil Rig

If you keep looking back you’ll only see diminishing returns

Governments around the world agree that global warming above 2°C would be unsafe*. To stay below this level, emissions need to be limited, but oil companies currently own reserves five times greater than this limit implies. If emissions targets are met then much of the ‘value’ of oil companies is in fact worthless.


*Source: Alliance Trust/ Carbon Tracker, June 2013

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7
Chimneys

Investments that cause pollution could cost your clients money

Regulations and legislation increase costs for polluting companies. So lower polluting companies should continue to prosper.


Source: Mercer, 2015

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8
CEO

80% of CEOs see sustainability as a way to gain competitive advantage

With huge buy in from CEOs around the world and proof of the positive relationship between corporate investment in sustainability and stock price, this is a conversation that is not going to go away.


Source: Accenture (2013) and Morgan Stanley (2015)

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9
Apples

Our 5 risk rated funds make it easier to pick the right sustainable investments

Our five risk profiled funds allow you to quickly build sustainable portfolios that match your clients’ appetite for risk.

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10
Myth

We shred the myth that SRI funds cost more to manage

Investing sustainably does not have to cost your clients money*. Fees for our Sustainable Future funds are not more expensive than conventional active funds. Our Sustainable Future funds are available on all the mainstream platforms with clean share classes providing competitive fees.


*Source: Alliance Trust Investments, Share Class 2 as at 30 September 2015

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