CAM Bespoke Sustainable Portfolios
Helping your clients achieve their financial goals while building a better future for everyone
Our actions today shape the world of tomorrow. Whether it’s working to prevent climate change or tackling social inequality, we all have a responsibility to drive positive change.
Integrating these considerations into our investment process is a very important step. Our CAM Bespoke Sustainable Service is designed for clients who wish to invest their money for good and make more impact with their investment choices.
What is sustainable investing?
Our adviser guide highlights the inspiration for the Bespoke Sustainable portfolios, as well as providing some useful detail on the investment process.
Please be aware that our bespoke discretionary Sustainable portfolios are not within the scope of the FCA’s Sustainability Disclosure Regime (‘SDR’) effective from April 2025. This service has no SDR credentials.
Our Investment Approach
Our proposition is built to deliver real returns over the investment cycle, helping your clients achieve their financial goals. Our approach to sustainable investment seeks to strike a balance between achieving strong investment returns with the minimum possible risk, while investing in funds which meet our criteria for sustainability.
Real Return Investing: Our investment approach is based on achieving real returns, and leverages our pedigree in investing in beat inflation.
Diversified Portfolio: We seek to achieve our target returns with the minimum amount of risk, and all of our Bespoke Sustainable portfolios are diversified across a number of asset classes such as equities, bonds, property and alternatives.
Minimum Sustainable Threshold: Every investment fund in our Bespoke Sustainable portfolios must meet our minimum thresholds for Environmental, Social and Governance (ESG) standards.
Positive Impact: Our Sustainable portfolios aim to make investments that demonstrate specific positive impact for the environment or society.
Useful resources
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What is Sustainable Investing?
Sustainable? Responsible? ESG? Our useful quick summary highlights the different approaches to sustainable investing, and which we use for our portfolios.
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FAQs
While our team are always on hand to answer any questions you might have about our Bespoke Sustainable service, we have also put together this list of FAQs for easy reference.
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Jargon Buster
Your clients have a choice of sustainable solutions, but understanding what each one offers can be complicated. Our jargon buster covers most of the key terms you should expect to come across when researching sustainable investment ideas.
Find out more.
To request more information about our Bespoke Sustainable Service, please fill in the form and one of the team will be in touch.