Socially Responsible Investing

Considering societal betterment as well as financial returns

Socially Responsible Investing

Socially Responsible Investing at Altermann Fuller Ltd

Socially Responsible Investing (SRI) means building a portfolio that is in line with an investor's personal values, morals, and beliefs and considers societal betterment as well as financial returns. SRI is well-established in the investment world, and it is estimated that over $20 trillion is currently managed under SRI mandates, with more being added each year.

Recently, Socially Responsible Investing has grown to incorporate Environmental, Social, and Governance (ESG) features. Our clients have access to advanced ESG research and a vast international database that includes thousands of companies.

At Altermann Fuller Ltd, we use established ESG benchmarks to search for and select companies and investments that are best in class. Through our thorough research process, we explore the investment world, seeking those companies that score highly for ESG.

Where We Invest

We focus on sectors and strategies that we feel are suited for an investor treading a sustainable path while still maintaining a globally diversified selection.

We invest in companies that meet our stringent selection measures and strive to achieve the UN's 17 sustainable development goals (SDGs) that aim to transform our world.

SRI Approach

Vetting for highly-rated ESG companies and steering clear of companies mired in controversy.

Benefits of Socially Responsible Investments

Creating a bespoke investment strategy that extends beyond traditional financial benchmarks. Analyzing stakeholder and non-financial risks that have been demonstrated to reduce a company's long-term competitive edge and upside potential.
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