A world of opportunity

By Dave Chessell

Go to the profile of PortfolioMetrix
Jan 10, 2020

Towards the end of last year, I wrote an article about how world events, particularly those that are climate-related, are impacting our daily lives.

Looking ahead to the coming decade, it doesn’t take the brains of Einstein to predict that climate change is going to be one of the top issues that we collectively need to address.

Every day decisions, whether that’s if we eat meat, buy plastic goods, use a tumble dryer, drive a petrol/diesel car etc will be choices that many of us will be thinking carefully about and perhaps starting to make changes to the way we live and what we take for granted.

Ethical has performed well

Once behavioural change really starts to take off, this will also impact investment outcomes. As consumers start to switch their habits and governments legislate to clamp down on industries which most negatively impact climate change, the opportunity for investing in ‘greener’ industries and organisations will come to the fore.

Interest in ethical investment has been growing for many years and at PortfolioMetrix we’ve seen good performance from the ethical oriented funds we’ve selected for our portfolios.

Our prediction is that interest in ethical investing is only going to go one way – up. It’s an exciting proposition that our investment team is closely monitoring and they will be publishing a PortfolioMetrix guide on the topic in the near future.

Investing for a better future

As greener investment opportunities increase, investors will be able to put their hard-earned money into funds that support organisations working towards making our world a better place. As those organisations grow and flourish, those who invest in them should see good returns, which would definitely be a win-win situation.

So, as you ponder whether the teabag you use for your next cuppa contains micro plastics, or if you really should make a coffee with one of the pods favoured by George Clooney, let’s be optimistic and look forward to all having a part to play in changing the world for the better.


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PortfolioMetrix are a multi-award winning, innovative investment manager that provides independent financial advisers with an alternative way to access discretionary investment management for their clients. Our proposition comes at a competitive price and doesn’t compromise the adviser/client relationship. The London winner of the Citywire Wealth Manager Regional Stars award for two consecutive years, voted the WM Small Business of the year, in association with ARC 2018 and, in 2019, have received the accolade of PA Discretionary Manager of the Year. Our proposition offers the convenience of online model portfolios yet delivers customised portfolios, tailored to individual client requirements. Investment performance has demonstrated consistent and reliable risk and return separation of portfolios that doesn’t undermine the financial planning process. This is achieved through our academically-robust, risk-based investment approach. WealthExplorer™ is integral to the PortfolioMetrix customised service. A proprietary owned and designed software system, WealthExplorer™, is purpose built to equip advisers with a broad range of tools designed to deliver unique client insights that add value to the adviser/client relationship and ultimately delivers better client outcomes, when utilised by financial advisers.

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