The managed discretionary account operator has announced the new range of ESG Aware model portfolios to “help advisers meet the increasing client demand for values aligned investing”.
The portfolios have a clear focus on exchange-traded funds and securities that showcase ESG characteristics and have been developed with adviser and client collaboration in mind.
The service allows the capability to tailor investments according to client preferences and regular adviser-branded commentary written and sent to clients.
“The portfolios’ asset allocation aligns closely with our core ETF model portfolios but from these building blocks, our ESG ware 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,” IPL’s head of investment services Chris Smith said.
“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.”
IPL executive chairman Greg Kirk added: “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.”
