Responsible Investment Service

At Peregrine & Black Investment Management (PBIM) we are keenly aware that an increasing number of investors wish to see their personal values reflected in their investment plans. Some may have already embarked on transitioning parts of their portfolios, while others may wish to begin their journey. Reflecting this demand, the global investment market is offering a wide and rapidly growing suite of funds and instruments that can together address investors’ specific interests and values.

Navigating such responsible investment opportunities can be complex and time consuming for the end investor – particularly when each has their own set of priorities, values and risk appetite. Our Responsible Investment Portfolio Service enables our clients to own an investment portfolio that directly reflects their individual requirements – perhaps avoiding certain industries or businesses and focussing more on ones that demonstrate a positive correlation to responsible business practices. This tailored service allows our clients to maximise their financial and values-based, non-financial returns. 

Our specialist investment team has been researching and managing responsible investment portfolios (including ethical, ESG and sustainability/impact focused investments) since the 1990s. In addition to our own in-house expertise we also draw on research from Ethical Screening, a leading independent supplier of responsible investment research and analysis.