Saxo Bank and Brown Advisory offering ethical portfolio

Saxo Bank and Brown Advisory have announced a cooperation to launch a new digital investment portfolio called Ethical Selection.

Saxo Bank’s clients will be the first retail clients outside of the US to get access to Brown Advisory’s Ethical Selection portfolio of sustainable, all-cap, US-listed companies.

Brown Advisory’s applied research evaluates every company's ESG attributes, and the company claims this provides a deeper screen that pure negative screening. The selection process includes a strong focus on companies that use sustainability drivers to add value to shareholders and the company’s active portfolio management capabilities.

Kim Fournais, CEO and founder of Saxo Bank comments: “We are delighted to partner with Brown Advisory and bring their expertise in ESG and impact investing in the hands of our clients. More investors want their portfolios to better reflect their personal beliefs and realise that it is through their investments they can have the biggest impact on the world. Our investments give us a strong voice and unique opportunity to influence and deliver real impact in the world we live in, and Brown Advisory’s track-record demonstrates that ESG factors can also be a solid driver of positive financial returns.”

The annual service fee for the portfolio is 0.75 per cent.

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