Foster Denovo announces launch of the Sustainable Dynamic Portfolios

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Foster Denovo Limited, a multi-award winning financial advisory business, has launched a new range of FD Dynamic Portfolios, the Sustainable Dynamic Portfolios (SDPs). 

The new range of sustainable portfolios has been designed to address the growing needs of socially conscious investors wanting investment choices that do more than provide them with a rate of return. The notion that a company’s motivation should not only be about generating profits, but also take wider sustainable factors into account, is becoming ever more important to investors, who perhaps historically would not have considered this as an option for them. Whilst seeking options that will help their assets grow, managing the risks to this growth from environmental, social and governance (ESG) factors is becoming more of a priority. 

The SDPs are a natural progression, following the highly successful launch of the firm’s Dynamic Portfolios and Clearview platform in 2019.  
As with the current Dynamic Portfolios, the new sustainable range will be invested on a discretionary basis and maintain a clear focus on the client’s financial path and risk profile, whilst taking into consideration clear sustainable and ESG criteria. 
The portfolios will initially feature a range of actively managed strategies, suitable for a variety of client circumstances, such as their attitude to risk, investment time frame and investment goals.  
Partnering with Worthstone, ESG fund research specialists, each portfolio will be continually risk assessed. Both from an investment perspective and from a sustainability perspective, by an investment team headed up by Declan McAndrew, Head of Investment Research at Foster Denovo. 
Commenting on the launch of the portfolios, Roger Brosch, CEO, Foster Denovo, says: “It is indisputable that the sustainability of investments is a key theme that has emerged across all financial sectors, and financial planning is no exception. Clients are becoming increasingly aware of this fact, and it is imperative that we respond to this demand and offer this type of investment service by innovating our proposition to suit client requirements.” 
McAndrew adds: “This new range of Sustainable Dynamic Portfolios will offer clients an investment proposition that aims to combine risk adjusted performance with the peace of mind that their capital is being invested in companies that have a positive future and a long-term outlook. The benefits of sustainable investing are clear, and we are delighted to offer our clients a way of accessing this theme through our well-regarded and popular Dynamic Portfolios range.” 
Gavin Francis, Director, Worthstone, adds: “A sustainable investment solution has to do so much more than look good, it has to be good! Authenticity is key in this area and we are proud to partner with Foster Denovo in order to help ensure positive impact is generated from the portfolios to meet stated client needs.”