Implemented Portfolios launches new ESG range

Managed Discretionary Account provider, Implemented Portfolios Limited (IPL), has launched a new range of Environmental, Social and Governance (ESG) Aware Model Portfolios for advisers to meet the demand for values-aligned investing.

The new portfolios are a range of investment options including exchange traded funds (ETFs) and securities that focus on positive ESG considerations.

The model portfolios can be individually tailored to client preferences, and they can be implemented and managed in collaboration with advisers and IPL’s portfolio management team.

“Our ESG Aware Model Portfolios offer the vast experience of the Implemented Portfolios Investment teams both in asset allocation and portfolio management, whilst being delivered in the low cost, transparent, customisable structure of an Individually Managed Account (IMA),” Chris Smith, Head of Investment Services at IPL, said.

“The portfolios’ asset allocation aligns closely with our core ETF model portfolios but from these building blocks, our ESG Aware Portfolio Managers will oversee the underlying ETF and Security section, while working with external ESG data and reporting providers to ensure that we deliver a set of models with improved ESG characteristics.”

“We believe that the combination of IPL’s investment capabilities and the structure in which these investment models are being delivered through, provides a well-rounded solution for our Advisers and their clients.”

Greg Kirk, Executive Chairman of IPL, said he was pleased to see the firm broadening their investment management capabilities with a new ESG offering.

“At the heart of what we do at Implemented Portfolios is to provide flexibility and efficiency to Advisers and their clients when managing individual portfolios,” he said.

“That’s why we have expanded our offering to include a suite of specifically ESG Aware Model Portfolios, so that Financial Advisers utilising our service aren’t spending hours and hours having to research, build and maintain these managed accounts on their own.”

Kirk also highlighted how the portfolios enable advisers to provide a personalised investment experience for their clients.

“It’s no secret that it’s increasingly becoming a concern for investors to ensure that their portfolios align with their values, and we are excited to be helping Advisers provide this level of individuality to investors in a more broadened capacity.”

The portfolios are available, alongside IPL’s ETF and Direct Equity Model Portfolios.