Isio’s Sustainable Investment Policy

Environmental, Social and Governance (‘ESG’) considerations are at the heart of everything we do here at Isio; from advising on investment strategies and funding plans, assessing investment managers, to researching new ideas and products.

The power of our clients 

The investors that we advise have a hugely important role to play in driving improvement and global action on ESG issues. The decision that one client takes to invest more sustainably can
have a significant impact on its own and adds to the momentum we see behind the push to more sustainable approaches.

There is rapidly increasing policy and regulation introduced in this area and our clients are continuously required to abide by the new legislation due to the responsibilities that come with their roles as fiduciaries and the impact they have on financial markets and by extension on our living environment.

Our purpose

We recognise the importance of our role and responsibility in driving change within the industry and to engage and support our clients through their ESG journeys.

We are privileged to be in a position where we can have a positive impact on our planet and society via the advice we deliver to our clients helping them to achieve their objectives.

Our ESG approach, knowledge and understanding of ESG issues is continually evolving, as is industry best practice. We are committed to continuing to evolve our ideas and processes. Where gaps exist, we will coordinate our efforts with clients, investment managers and the wider industry to find solutions, thus using our position within the industry to create and communicate demand for such products and be a driver for change.