The idea for Orestes was created out of the need for positive future-oriented change primarily in the social and environmental spheres. In doing so, Orestes differs from the vast majority of ESG/SDG-related investing based on the premise of reducing harm, and risk mitigation/reduction. Thus, companies must adhere to the following requirements to be considered by Orestes.
Impact investing is not philanthropy
Measuring more than just financial impact
There are 17 goals with 169 targets that act as a blueprint to build a more sustainable, prosperous and healthy world.
Must play a leading role in the underlying investments
Potential companies must provide their long-term view of the future
Active commitment to change, measurement of impact and transparency in reporting is important for accountability
The focus is on returning cash to investors through ethical investing with a subsequent focus on liquidity and inflation-linked performance. Through the innovative approach to ESG investing Orestes hopes to make a difference through impact and outcomes. Potential sectors for portfolio allocation include:
A Necessity for the World
Balancing values and returns
Risk/Return Perspective
Orestes draws on over 30 years of industry-leading experience and top-flight academic insight into complex areas of ethical investing and ESG during its selection and verification process.
2011: Junior Portfolio Manager at Canaccord Genuity
2017: Discretionary Portfolio Manager at HSBC Private Bank
Member of:
FEIFA or The Federation of European Independent Advisers is a trade association that represents English-speaking Financial Advisers operating throughout mainland Europe.
Whilst it exists to assist such businesses and individuals, it also aims to increase professional and technical standards of advice for the ultimate benefit of consumers.
The Federation provides a strong voice for the adviser community across Europe and beyond; representing the sector with financial institutions and, where relevant, with governments and regulatory bodies.
Committed to:
UN Global Compact – it is the Orestes' initiative to align sustainable and socially responsible policies and to report on the implementation of SDG's and take actions that advance societal goals.
SME Climate HUB- Orestes is committing to halve greenhouse gas emissions before 2030. Race to net-zero emissions before 2050 create a tipping point for mainstreaming climate action and building business resilience.
Global Impact Investing Network (GIIN): Orestes is seeking to accelerate impact investing through knowledge exchange, producing tools, resources and thought leadership.
UKSIF – advancing the growth of sustainable finance and finance in the UK Orestes oriented on sharing collective knowledge of environmental issues and building a solid connection with the UK
Principles of Responsible Investing (PRI) - implementing its six aspirational principles Orestes understand sustainability implications for investors and supports signatories to facilitate incorporating these issues into their investment decision-making and ownership practices. Responsible investment activities are reported annually.
Require more information:
This document and its content are prepared by Sustainable Capital Plc. The information presented here does not constitute investment advice or a recommendation and is not an invitation to invest. Nothing in this document is intended to nor will create any binding obligation on anyone. Applications should only be made on the basis of the Pricing Supplement and Listing Particulars which are available from authorised distributors. Prospective investors should be capable of evaluating the risks and merits associated with this investment and have sufficient resources to bear any losses. No representation or warranty, express or implied, is made by Sustainable Capital Plc or any of its associates, affiliates or subsidiary companies or any of their respective directors, officers, employees, advisers, representatives or agents or any other person or entity as to the fairness, adequacy, accuracy or completeness of the information or opinions contained in this document or any written or oral information made available to any interested party, and no liability whatsoever is accepted by any such person in relation to any such information or opinion.
