Ethical investing is an investment strategy that:
Although ethical investments date back to the nineteenth century, when the Methodists and Quakers chose to promote issues such as fair employment, it is only in the recent past that ethical investing has become popular with the investment community in Belgium and Luxembourg. Many Benelux based investors now actively strive to create portfolios that exclude activities such as fossil fuel extraction and weapon manufacture whilst including activities such as green fuel production and animal welfare.
The question for many investors in Belgium and Luxembourg, who wish to shift their portfolios towards ethical investment products, is "do ethical funds perform?. This is because there is a common misconception that, in order to invest ethically, an investor may have to compromise on growth. However, the reality is that there is no evidence that ethical funds underperform. In fact a number of ethical stocks consistently beat many of their non-ethically screened peers.
At Monnet Capital we strongly believe that the bottom line is "YES". As wealth trickles down to younger, more socially aware generations, and as older investors (looking to create a sustainable future for their children) consider greener ways to put their money to work, an ever increasing number of investors are becoming more alert to the issues we face today; both as a planet and as a global population. With ethics and sustainability never having been higher on the world's social agenda, the shift from traditional investing towards ethical investing is certain to continue.
Moreover, the demand for ethical and sustainable investments isn’t just limited to individuals. Many charities, pensions and trusts are today legally obliged to consider socioeconomic factors such as climate change when choosing the type of funds in which to invest. This is why, at Monnet Capital, we are confident that ethical investing in Belgium and Luxembourg will become the predominant way that both consumers and businesses will approach investment.
Today, there are is a variety of technical terms to describe the various niches within the ethical investment sector. These include, but are not limited to:
With this in mind, it is perhaps no surprise that "ethical" can mean different things to different people and as such, there is no industry-standard approach to ethical investing.
Monnet Capital can help you build a well diversified and balanced portfolio that includes investments in different sectors, regions and assets. You can choose to grow your capital or invest for income - or a mixture of both depending on your objectives. Whether you are investing for your own future or that of your children and grandchildren, Monnet Capital can help create and maintain the right ethical investment strategy for you.
By benefiting from Monnet Capital's expertise, you can make your money a powerful tool for change and get a fair return on your investment. Our Brussels based ethical investing experts can help you to identify products from a range of institutional investment portfolios & funds, to construct a well-balanced portfolio across a variety of asset types, countries and currencies. We can also help you avoid the pitfalls of "Greenwashing" and design a portfolio that is optimised for tax efficiency in compliant EU jurisdictions. Once your portfolio is active you will also benefit from detailed statements at regular intervals to keep you fully updated of all activity and returns.
Start your ethical investment journey today by talking to a Monnet Capital specialist and look forward to enjoying your future with confidence. To help you on your way, we have created a FREE downloadable guide to a category of ethical investing known as "ESG investing". In this PDF you will find all of the information you need to help you navigate the intricacies of ESG investments & create a portfolio that is legitimately green & sustainable.
Additionally, should you would like to speak to one of our advisors about ethical investing today, you can complete the contact form at the end of this page and we will get back to you in due course. Remember, you are under no obligation to work with us & we do not charge for an initial assessment.