Investment vehicles

Responsible Investment can take many forms and the options for where and how to invest responsibly are growing.

This section includes an explanation of:

  • segregated mandates and pooled funds
  • types of pooled fund
  • asset classes – what they are and how they can form a responsible investment
  • responsible approaches to banking, pensions and partner screening

Segregated mandates and pooled funds

The options available to you will depend upon how much you have to invest, as well as your investment strategy and social, environmental and ethical criteria.

An important factor is whether you have sufficient funds for a segregated mandate (which usually requires large investment sums) or wish to invest in a fund.

Investing in a fund allows you to pool your money with other investors, and this is invested in line with the strategy and criteria (financial and SEE) of the fund. .

Options include

A segregated mandate means that a fund manager will invest your money according to your specific requirements (such as avoiding companies which manufacture armaments).

Segregated mandates and pooled funds can allow you to invest in different types of assets – such as equity, property or cash.

Asset classes

Other responsible approaches

This section also explains how to take a responsible approach to

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