PROMOTION Investing ethically means different things to different people It's easier than ever to align your morals with your investments. So why wouldn't you? At Raymond James, Rbble Valley we offer ethical portfolios buit by you t Raymond James, Ribble Valley we have a highly \bespoke investment of its revenues fromalcohol sales. of research available to us. This We then look at positive sereening. What do people want to make profit from? This can be broad the most specifie views and based such as wanting to invest allows us to build diversified portfolios for people with even proposition and sMate of the art tools. This allows us to cater for preferences without necessarily sacrificing performance. clients' ethical preferences, however specific they are. Many people only want to profit from companies with certain characteristics and they want to make sure that their views in innovative companies that are solving the World's problems. We incorporate ESG (Environmental, Social and Governance) in all of our an option for broad based ethical research as there is good reason to believe that the most sustainable and well governed companies will offer shareholders the best long- Most 'ethical' funds exclude certain companies and these are investing. They cater for the views of the masses though. Only through investing directly in a portfolo of shares designed specifically for a client can all people's views be best accommodated. are reflected. We start with a specially tailored questionnaire that really helps us to explore what is important to clients. The first element of this is 'negative screening where we look at what people don't want to invest in. This might be armaments, tobacco, alcohol, animal testing, gambling etc. we can also drill down to the next level to allowa percentage of revenues. So for example, term returns. We can also offer positive sereening very specifically. Do people only want to invest in companies with excellent human rights track records for examplet Or in renewable energy? Or those that contribute positively to their community? The level of how bespoke we can If you are interested in learning more about the opportunities we are finding and options for investing please call or email me (01772 780300, paul.gavaghane raymondjames.com) to arrange a complimentary chat over the phone or Zoom. someone might not want to invest in an alcohol company per se but wouldn't mind investing in a hotel chain that makes a small percentage and we have an enormous amount make it is endless. There are over forty thousand listed companies Risk Warning: With investing your capital is at risk. 8 Berry Lane, Longridge, Preston, Lancs, PR3 3JA 01772 780300 www.ribblevalley.raymondjames.uk.com RAYMOND JAMES Ribble Valley PROMOTION Investing ethically means different things to different people It's easier than ever to align your morals with your investments. So why wouldn't you? At Raymond James, Rbble Valley we offer ethical portfolios buit by you t Raymond James, Ribble Valley we have a highly \bespoke investment of its revenues fromalcohol sales. of research available to us. This We then look at positive sereening. What do people want to make profit from? This can be broad the most specifie views and based such as wanting to invest allows us to build diversified portfolios for people with even proposition and sMate of the art tools. This allows us to cater for preferences without necessarily sacrificing performance. clients' ethical preferences, however specific they are. Many people only want to profit from companies with certain characteristics and they want to make sure that their views in innovative companies that are solving the World's problems. We incorporate ESG (Environmental, Social and Governance) in all of our an option for broad based ethical research as there is good reason to believe that the most sustainable and well governed companies will offer shareholders the best long- Most 'ethical' funds exclude certain companies and these are investing. They cater for the views of the masses though. Only through investing directly in a portfolo of shares designed specifically for a client can all people's views be best accommodated. are reflected. We start with a specially tailored questionnaire that really helps us to explore what is important to clients. The first element of this is 'negative screening where we look at what people don't want to invest in. This might be armaments, tobacco, alcohol, animal testing, gambling etc. we can also drill down to the next level to allowa percentage of revenues. So for example, term returns. We can also offer positive sereening very specifically. Do people only want to invest in companies with excellent human rights track records for examplet Or in renewable energy? Or those that contribute positively to their community? The level of how bespoke we can If you are interested in learning more about the opportunities we are finding and options for investing please call or email me (01772 780300, paul.gavaghane raymondjames.com) to arrange a complimentary chat over the phone or Zoom. someone might not want to invest in an alcohol company per se but wouldn't mind investing in a hotel chain that makes a small percentage and we have an enormous amount make it is endless. There are over forty thousand listed companies Risk Warning: With investing your capital is at risk. 8 Berry Lane, Longridge, Preston, Lancs, PR3 3JA 01772 780300 www.ribblevalley.raymondjames.uk.com RAYMOND JAMES Ribble Valley