Private Client investment managers
This page is designed to introduce private client investment managers to the services and research EIRIS provides and socially responsible investment (SRI).
Why offer Social, Ethical and Environmental
overlay to your portfolio management services?
EIRIS can help private client fund managers
EIRIS' Ethical Portfolio Manager software
Five reasons why clients choose EIRIS research
Further information about EIRIS research
Why offer Social, Ethical and Environmental overlay to your portfolio management services?
In a world where there is a growing awareness of social, environmental, governance and other ethical areas many brokers are finding that the demand for this particular type of investment overlay is increasing. While the demand increases so does the scope for providing a specialised, value added service. Your clients beliefs and preferences vary and it may prove to be an important part of your business to be able to accurately reflect this. EIRIS can successfully guide you through the challenges that you may face in creating a personalised service. We have experience of dealing with all kinds of responsible investment policy creation from religion based policies to environmental preferences. Putting principles in to action through investments is proving to be an invaluable unique selling point for many private client brokers who are using this facility to enhance their service and their relationships with clients.
Where we fit in
EIRIS has more than 23 years’ experience in assisting people invest according to
their principles or concerns. We are the
UK's leading independent
provider of global research into the corporate environmental and social
performance of companies for over 2,800 companies from
Europe, North America and Asia Pacific. These include all companies on the
FTSE All World Developed Index and the FTSE All Share Index. Our research measures companies against more
than 200 environmental and social benchmarks in over 40 areas.
EIRIS can help private client fund
managers
EIRIS' Ethical Portfolio
Manager software
EPM is the ideal resource to make the responsible investment process
easier. EPM includes all the research available from our global team of
analysts. Creating an ethically invested portfolio
can be a lengthy process, involving hours of research, but EPM is there to provide
you with a practical research tool specifically designed to simplify the task.
You can chose to access this software directly for a number of clients, or you
can work with us and we will send you tailored reports. EPM cuts through the
complexity of researching the social, environmental, governance and other ethical performance of
companies and provides you with the information that you need to make
well-informed investment decisions.
EPM currently provides easily accessed performance information on over 2,800 listed companies globally.
EPM enables you to choose your analytical framework – as simple or complex as you wish. You also select the companies and sectors to examine and the specific criteria to apply to the portfolio. You can assess companies against negative and positive criteria, excluding those in certain fields or selecting others on "best of class" grounds. You can also incorporate your own in-house research. Having constructed your model universe you can then monitor its performance against your chosen financial benchmark.
We provide the most
comprehensive yet user friendly corporate ethical research service available to
private client fund managers, analysing companies in more than 40 research
areas. Our expertise is in researching companies and developing socially
responsible investment policies. Our skilled researchers are committed to
ensuring EIRIS’ research is up to date and relevant.
For more information visit Ethical Portfolio Manager.
Why clients choose EIRIS research
The five principal reasons why private client brokers choose EIRIS are:
· We are independent of any other organisation, does not offer financial or legal advice, and does not promote any particular view on the ethical issues we investigate.
· Being the market leader in our field, individuals and charities consistently come to us for advice, regularly attend our events and read our publications
· We offer comprehensive coverage of companies around the world and of all key issues of concern to investors
· We provide data you can trust from expert researchers
· We offer a customised service so that clients receive information tailor-made to their individual concerns and requirements
For more information visit Why Clients Choose EIRIS.
Further information about
EIRIS research
Further information about the EIRIS research can be found in
EIRIS research philosophy.
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