Responsible investing
Investing with purpose
Aligning your investments with your values, without losing sight of returns.
A considered approach
Responsible investing isn’t about following trends. It’s about making informed decisions, balancing values with outcomes, and taking a long-term view.
At Rocq, we take a pragmatic approach, looking beyond simple exclusions to understand how businesses operate, improve and create value over time.
What it means
Responsible investing covers a range of approaches.
Responsible
Avoiding companies or sectors where practices are considered harmful.
Sustainable
Focusing on businesses addressing environmental or social challenges.
Impact
Investing where positive outcomes can be identified and measured.
How we approach it
We don’t rely on simple exclusions or rigid labels.
We assess how businesses operate, how they are improving, and how they are positioned over the long term. That includes both best-in-class companies and those making meaningful progress.
Portfolios typically include a blend of approaches across this spectrum.
How it fits into your portfolio
Responsible investing follows the same disciplined process as our other portfolios. The approach can be applied to all or part of a portfolio, depending on your preferences.
How it’s managed
Managed in-house by our Guernsey-based investment team.
We take an active, long-term approach. Every investment is selected on its individual merits and its role within the portfolio.
Clients deal directly with the people making the decisions.
Our Commitments
UN Principles for Responsible Investing
(UN PRI)
We became a signatory in 2020, incorporating environmental, social and governance considerations into our investment process. For more information visit www.unpri.org
Rewild Carbon
In partnership with Durrell Wildlife Conservation Trust, supporting nature-based solutions that restore ecosystems and reduce carbon. For more information visit Rewild Carbon
Important information
Further detail on our responsible investing approach and policy.
If it matters to you, it matters to us
We can reflect responsible investing within your portfolio in a way that fits how you invest.