Socially Responsible Investing

Tell me about your socially responsible investing service

As winners of the Financial Times UK ethical investment adviser of the year, Worldwide, Worldwide regards socially responsible investing very highly and guarantees to offer you a service that is second to none.

Use our contact form today to speak to your FT award winning adviser or call us free on 0800 0112825.

As soon as you contact us, we will assign you your own dedicated socially responsible investment adviser.

Your adviser will contact you to discuss with you everything you want to achieve with socially responsible investing and what your requirements and circumstances are; for example, whether you want to invest for capital growth or for an income.

Your initial consultation with your adviser will be free of charge and obligation.

Our fee guarantee means that you won’t pay any fees unless we can help you.

Your independent financial adviser will help you through the process of understanding and establishing your attitude to risk and then selecting a socially responsible investment strategy with you.

What does socially responsible investing mean to Worldwide?

Worldwide takes socially responsible investing seriously, with our award winning independent financial advisers happy to share their experience and expertise with you.

Socially responsible investing is an investment strategy which aims to contribute to social good while also achieving a financial return to investors. As with ethical investing, it is about using your own code of ethics and ideas of what is socially responsible to guide you in making important decisions on investment choices.

Socially responsible investing is also about sustainability; in terms of business and in a broader social sense as well. Socially responsible investing also seeks to promote corporate social responsibility – businesses taking a wider view of the impact of their activities on society and taking a more active part in society.

Socially responsible investing means making your own judgements, deciding if the social ‘good’ of a company outweighs any ‘bad’ and therefore feeling comfortable about where you are investing.

An example of socially responsible investing might be with a pharmaceutical company: in some sectors it may well do social good – developing cheaper medicines for poorer companies, even though in other ways it might be considered ‘bad’, perhaps because of the additional pollution levels it creates.

Europe and the US have, at present, a strong market for socially responsible investing with estimates suggesting it accounts for around $3 trillion in the US market. Socially responsible investing is increasing in the UK as well.

In what ways can I be socially responsible with my investing?

Socially responsible investing can take various forms:

• It can take the form of negative screening, which is the practice of screening out companies that are perceived to not be socially responsible.

• It can take the form of divesting, i.e. removing investment from a company, thus exerting financial pressure on them to improve their practices.

• Socially responsible investing can involve shareholder activism, with shareholders using their financial power to influence businesses.

• It can take the form of positive screening, i.e. actively investing in companies that are perceived to have a positive social impact in some sectors, such as a pharmaceutical company.

When it comes to socially responsible investing, discussing your wants and circumstances with an independent financial adviser is essential.

Whether you are simply looking for more information about socially responsible investing, or you are a seasoned investor with a portfolio, looking for better returns, we will help you.

Call your FT award winning independent financial adviser in confidence now on 0800 0112825 or complete the contact form and your dedicated adviser will contact you.

Remember: You won’t pay any fees unless we can help you.

The value of shares and investments can go down as well as up.