Investment Solutions
In A Changing World

Join us on the journey towards a better world.

SJP's approach to investing is based on the principles of the United Nations-supported Principles for Responsible Investment (PRI). As a signatory to the PRI, SJP is committed to incorporating environmental, social, and governance (ESG) factors into its investment decisions.

We believe that responsible investing can help fund managers identify companies that are well-managed, have strong governance structures, and are committed to sustainable business practices. SJP's investment process combines rigorous financial analysis with ESG analysis to identify investment opportunities that meet our clients' financial objectives and align with their values.

ESG

Environmental factors consider how a company's operations and products impact the environment. This can include factors such as carbon emissions, waste management, and resource efficiency. 

Social factors focus on how a company treats its employees, customers, and communities. This can include factors such as employee diversity and inclusion, labor practices, and community engagement.

Governance factors evaluate how a company is managed and how it handles issues such as executive compensation, shareholder rights, and board diversity.

By considering all three ESG factors when evaluating an investment, investors can better understand a company's overall sustainability and ethical impact. This can help investors to make more informed decisions that align with their values and long-term financial goals.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

As a Senior Partner Practice of St. James’s Place Wealth Management, which is a FTSE 100 company, we are proud of its commitment to responsible investing:

100% fund managers signed up to UN PRI, PRI score of A+
All its Portfolios are less Carbon intensive compared to the relative benchmark.
Purchase 100% renewably sourced electricity in its UK sole-occupied offices.
Offset its carbon emissions.
Publish its Scope 1, 2 and 3 emissions in line with Greenhouse Gas.
Introduced flexible working practices for its employees, which in turn has allowed a reduction in business travel.
Became part of the Good Business Charter to demonstrate its commitment to becoming a leading responsible business.
Manage climate-related risks as part of its risk appetite statement.
SJP Charitable Foundation is the 3rd largest corporate charitable foundation in the UK. Giving back is part of our culture.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Don't let the demands of your schedule prevent you from achieving your financial goals. Book your consultation today and take the first step to secure your financial future.

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Castell Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: 251 Grays Inn Rd, London WC1X 8QT.

© Castell Wealth Management Limited. 2023.

SJP approved as at 24/11/2023

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