THE B.E.S.T INVESTMENT PROCESS

 

A key part of how we invest money involves taking an active initial and ongoing stance with respect to what we perceive as non-financial critical success factors – broadly grouped into environmental, governance and social (ESG) criteria. We believe that our approach to the application of ESG criteria is one of the main strengths of our investment approach, as they’re not simply additional to but rather embedded in our investment process. Our premise is that the long term investment returns produced by our methodology will, at the very least, be equivalent to those produced by alternative, non-ESG approaches. Beyond this, we believe that the B.E.S.T approach can on average reduce the risk of investment in shares, as we seek to identify companies whose management teams are attuned to a full range of business risks, in areas such as the environment or the treatment of their workforce. Businesses which avoid problems in these areas also avoid the inevitable adverse publicity which so often rapidly impacts on the value of their shares.

 

With this in mind, we’ve developed a proprietary investment selection system to assess the merits of competing investment choices. It is used across all types of investment – from investment in individual shares to collective investment funds run by ourselves or other third parties. It provides a consistent framework for assessing all investment opportunities we consider. It is not a filter or “screen”, but a valuation tool which incorporates four main criteria to assess both financial and non-financial attributes, which we believe will affect long-term investor returns:

 

INVESTMENT CASE STUDIES

 

We put our B.E.S.T investment process to work in our Investment Case Studies.

BLOG

 

Keep in the know via our Blog.

B - BUSINESS AND FINANCIAL
What kind of returns or performance target does the investment aim to achieve?
E - ENVIRONMENTAL AND ECOLOGICAL
What is our assessment of any claims made on an environmental theme?
S - POSITIVE SOCIAL INFLUENCE
Does the investment aim/claim to have a positive social influence and if so, how?
T - TRANSPARENCY AND GOVERNANCE
  1. Are the aims observable and/or measurable?
  2. Can we understand how it’s supposed to generate the expected returns?
  3. Does the investment arrange its affairs in line with accepted standards?

THE B.E.S.T INVESTMENT PROCESS PUT TO WORK

WANT TO KNOW MORE?

THE B.E.S.T SUSTAINABLE PORTFOLIO FUND

THE THOUGHTFUL INVESTOR

Copyright © 2017 Castlefield. All rights reserved. Castlefield is a trading name, registered trade mark and the property of Castlefield Partners Limited. Registered in England and Wales No. 06942320. Registered Office, 111 Piccadilly, Manchester, M1 2HY, United Kingdom. Part of the Castlefield employee-owned group. Member of the Employee Ownership Association.

THE B.E.S.T SUSTAINABLE PORTFOLIO FUND

THE THOUGHTFUL INVESTOR

.