How are we different?

Socially Responsible Investing

Within our portfolios, we believe investing in a socially responsive manner important.  Consequently, we have integrated environmental, social and governance (ESG) considerations in our fund selections and many of our funds are UNPRI Signatories at a minimum.  This means the funds submit their investment process on an annual basis for assessment of their ESG strategy and this strengthens their investment decisions.

 

As a signatory to the PRI, Fund Managers have committed to adopt and implement principles which were developed by investors, for investors. 

 

ESG Considerations:

The following factors generally represent the ESG considerations, but are not exhaustive: Environment:

• Carbon emissions

• Energy use

• Waste

• Environmental policies and risk management

 

Social:

• Health and safety

• Modern slavery

• Stakeholder relations

• Diversity

 

Governance:

• Board composition

• Executive remuneration and incentives

• Ethics

• Anti-competitive practices

Excellence

At Financial Sense we strive for excellence.  We do this in a number of ways and we have been recognised with numerous industry awards over the years.  Christine has gained both the Certified Financial Planner and Certified Life Underwriter trademarks which are both internationally recognised marks of excellence.  Christine has also qualified for membership of the Million Dollar Round Table Association which places her in the top 10% of Financial Service Professionals in the world.

 

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