Sustainability and fair opportunity have led to investors pursuing the concept of a healthy balance between investment returns and the long-term preservation of our natural resources and the respectful treatment of labour and equality.

Socially responsible investment (SRI) and the use of Environmental, Social and Governance (ESG) investment criteria to guide investments has moved into the investment mainstream. There is now overwhelming evidence that sustainable investment can deliver comparable returns with traditional investments and offer opportunities for outperformance based on reduced risk.

Many private investors want a more active, objective driven approach. There is a realisation that ESG focused investments are not just philanthropic but a way to future proofing your investments where performance need not be compromised.

We can offer through the Crossing Point Green Path portfolios a positive approach to ethical and sustainable investment. This is achieved by integrating environmental, social and governance (ESG) considerations into the investment processes.

Green Path Portfolios are designed for ethically minded investors requiring capital growth and offer a range of three risk related portfolios, where the underlying assets are low-cost passive index tracking funds or exchange traded funds.

These funds fully comply with established environmental, ethical, and social (ESG) selection criteria for sustainability. We monitor the ethical integrity of the underlying funds using established national ratings.

This portfolio range provides diversity of assets and seeks capital growth across global equity and bond markets at a low cost to the investor.

The portfolios are monitored daily but updated, reviewed, and rebalanced as needed.

There are three risk related Green Path strategies and all portfolios are benchmarked against the most relevant Investment Association (IA) national average.