"Using various social and topical themes to guide investments can be a rewarding strategy to aid clients in making ethical - and profitable - choices."
William Reid, Investment Director

Investment Management in the twenty-first century is becoming increasingly focused on providing clients with socially responsible investment, with many people feeling they do not want to profit from contentious industries such as the arms trade, tobacco and companies producing high carbon emissions.

At Cheviot we provide all clients with the option of an ethically screened portfolio management service, for those who wish to ensure that their investments take account of their ethical, social and environmental concerns.

We find that this service can be especially important for charities where trustees have an obligation to ensure that their investments do not conflict with the charity’s stated objectives.