Privately owned financial firm
Real time portfolio tracking
Individually tailored portfolios
socially responsible investing
Privately owned financial firm
Real time portfolio tracking
Individually tailored portfolios
socially responsible investing

SOCIALLY RESPONSIBLE INVESTING

At Bailey Roberts Group (BRG), we take Socially Responsible Investing (SRI) seriously. We believe that investments with considerations of environmental, social and corporate governance (ESG) criteria can make positive social impacts while still generating long-term financial return potential.

Strict Investment Selection Process

socially responsible investing
Initial screening: We have implemented “ethical exclusions” in our initial screening process by avoiding to invest in gambling, tobacco and armament securities.
Business analysis: We take into consideration our corporate social responsibilities when analysing a stock’s durable competitive advantage, a core factor in identifying suitable businesses from the rest in an industry sector. Moreover, we seek to ensure that the business is run by a competent and socially responsible management team.
socially responsible investing
responsible investing

How Individual Asset Management Solution helps?

responsible investing

BRG understands that each socially responsible investor may have different attitudes towards ESG (Environmental, Social and Governance) fundamentals. Some may favour greater environmental protection; other are concerned about social issues. Consequently, we manage each client’s investment portfolio individually to ensure that all individual preferences are considered.

We give our clients real direct ownership which allows them to maintain 100% control. Additionally, BRG’s clients have 24/7 online access to their portfolios and various reporting options, providing instant real time information on when and in what assets their investments have been made.

If you are interested in constructing an investment portfolio which is socially responsible but also helps achieve your desired return, please contact one of our experienced advisors to discuss further.

Your first appointment with a BRG financial advisor is cost and obligation free.
Your first appointment with a BRG financial advisor is cost and obligation free.