Case study: aligning your investments with your values

Defined Contrarian 2020

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We’ve helped many of our clients, from pension schemes to wealth managers and charitable endowments, better align their investments with their values. This ranges from helping them formalise a set of responsible investment beliefs and translating these into measurable objectives to identifying best in class renewable infrastructure funds for our clients to invest in.

One client we’ve worked with recently is the Health Foundation, an independent charity committed to bringing better health and health care for people in the UK. Since our appointment in January 2021, we’ve worked with the in-house team and investment committee to set appropriate objectives and constraints in alignment with their collective investment beliefs and restructure their strategic asset allocation accordingly. This included a full restructure of their public equity portfolio.  

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