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Invest responsibly

We believe responsible investment is an important part of us delivering for our customers.

There are two approaches to being a responsible investor:

  1. the integration of environmental, social and governance factor and stewardship within an investment process (Principles for responsible investment), and
  2. linking products or strategies to a specific responsible investment objective.  

We believe that incorporating ESG data and stewardship approach helps to mitigate risk and identify potential opportunities thereby contributing towards the generation of long-term sustainable returns for our customers. That’s why we’re integrating this into the way we manage assets in the investment solutions we provide.

We also believe that customers should have the information, flexibility and choice to invest in line with their values and needs. So we provide customers with the option to invest in a solution with a responsible investment objective.

These solutions can be those managed by our asset management businesses or our customers can use our Platform to access other solutions from across the market. We have made tools and training available to our advisers so they can understand a customer’s responsible investment preferences.

Find out more about our approach to responsible investment by each of our client-focused segments, below:


(Quilter Financial Planning, Quilter Investors and the Quilter investment platform)

Learn more about Affluent

High Net Worth

(Quilter Cheviot and Quilter Private Client advisers)

Read more about High Net Worth


Different areas of our business partner with various organisations to deliver our responsible investment activities. Here are some of those we work with:

IIGCC logo UNPRI logo30% club logo