How to screen sectors and companies to align investments with your values

01 December 2021

When looking to use money to make a positive difference, how do you decide which sectors and stocks to invest in? Does a screening policy simply exclude certain industries? How can you encourage positive investment themes? As specialists in responsible ESG investing, our ethos is to gather assets to do good - our dedicated screening document goes some way to explaining the answer to the above questions and more.  

At Castlefield, managing money in a responsible and thoughtful manner is our modus operandi. Having managed investments with a responsible mandate for almost twenty years, we like to think that what sets us apart from other investment managers is our proprietary investment process and integrated approach to these matters.

Our B.E.S.T Sustainable Fund Range has been designed to provide an option for investors who are seeking to align their investments with their values. 

By working with us you'll discover that we like to be as transparent as possible with our clients, so it’s with this in mind that we’re pleased to publish our screening policy. Although the fund range has always excluded certain industries and practices, positive characteristics are also an integral part of how Castlefield approach sustainability. 

We hope this document provides a comprehensive explanation of the remit we set for the fund range.

You can learn more about the screening policy and view the latest document at this link:

Sign Up

Sign in to continue reading

Access all our articles and search the provider directory for free.