UNPRI

As a Firm, we realize the value of socially responsible investing to our clients. Davy Asset Management is a proud signatory of the United Nations-supported Principles for Responsible Investment (PRI) Initiative. We believe that an economically efficient, sustainable global financial system is a necessity for long-term value creation.

QUALITY COMPANIES

The strategy invests in high quality stocks, firms principally with market capitalisations greater than €10 billion. An additional ethical screen is applied to the investment universe, typically by a third party provider. Consequently, these companies can align an investor's holdings with their environmental and ethical values.

STRUCTURED INVESTMENT PROCESS

The strategy is constructed from the bottom-up using fundamental research based on our Quality philosophy which is complemented by a robust and structured investment process. This enables the team to focus on stocks with sustainable business models.

 

Ethical Equity Fund

The investment objective of the Fund is to achieve long-term capital growth by investing in a portfolio of global equities in an ethical and socially responsible manner.