No. This means that these investments may not be suitable for a wide range of investors. However, investors in traditional equity and bond markets now recognise that to ignore ESG criteria is to ignore opportunities and risks in these areas, that each have the potential to have a material effect on investor outcomes – or in other words, investor returns. The premise is simple: the companies that are best placed to operate successfully in the future are those with strong social responsibility profiles, that do business in a fair and progressive way, with a management team that addresses short-term risks while ensuring the company is positioned to adapt to long-term transformational changes – such as climate change. At Nutmeg, we’re using the term socially responsible investing (SRI). In fact, we expect there to be short-term deviations in performance depending on the stage in economic cycle or market conditions. These returns can be seen below, from the date of inception for the socially responsible indices. As with all investing, your capital is at risk. 07503666, with a registered office at 5 New Street Square, London, EC4A 3TW. However, we believe this timeframe is long enough to be reliable given it incorporates over 10 years of history, including the period of the global financial crisis. For example, high yield corporate bonds (or ‘junk bonds’) are not yet available with a social responsibility focus. Radically transparent, focused on the long-term, and focused on companies with good environmental, social and governance credentials, socially responsible investing (SRI) meets our criteria for what the future of investing should look like. Here, we lay out how our socially responsible portfolios have performed and how we expect them to perform in the future. If you wish to jump to a particular part of this review then you can do so via the hyperlinks below. Past performance is not a reliable indicator of future performance. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. A lack of meaningful long-term differences in return doesn’t mean that we always expect the returns of SRI indices and their non-SRI focused equivalents to be the same in the short term. Rather than use an over-simplified label and leave things to interpretation, we’re using Environmental, Social and Governance (ESG) criteria – an accepted framework for analysis in this area. Performance of Nutmeg socially responsible portfolios at risk levels 4, 6, 8 and 10 against the comparable private client index (PCI) from Asset Risk Consultants (ARC) between the inception of Nutmeg’s socially responsible portfolios on 30/09/2018 and 31/05/2020. We believe that to ignore the risks and opportunities arising from ESG would be a failure of our fiduciary responsibilities. 552016, registered in England and Wales, no. As with all investing, your capital is at risk. With continuous oversight from our in-house investment team, our SRI portfolios place an emphasis on environmental, social and governance factors. The E, the S, and the GWe score all Nutmeg portfolios – not just SRI portfolios – against a range of Environmental, Social and Governance factors so you can see the impact your investments are having. He is passionate about quantitative analysis and optimization.
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