King & Shaxson is now available to review in Analyser as part of your MPS due diligence.
King & Shaxson Asset Management has offered an ESG and impact focused portfolio management service through bespoke mandates since 2002, and through model portfolios since 2010. It has a total of £220m in MPS assets under management.
The company is owned by Singaporean financial services firm PhillipCapital, which employs over 3,000 people worldwide.
King & Shaxson’s model portfolios are built using both negative and positive screening. The negative screen includes traditional ‘sin stocks’ such as alcohol production, as well as areas such as fossil fuel extraction and nuclear energy production.
The positive screening process takes into account long-term themes such as access to healthcare, the move to electrification and sustainable agriculture.
Companies may also be included where they have “credible and sustainable plans” to transition away from King & Shaxson’s excluded activities, and where there’s evidence these plans are underway.
There are two ranges available:
– King & Shaxson Funds MPS
– King & Shaxson Direct Equity MPS
Advisers can access monthly factsheets and regular thought pieces via email or online. Face-to-face meetings are also available.
The portfolios are risk-rated by Defaqto, Dynamic Planner and EV.
King & Shaxson Asset Management client relationship manager Craig Hart says: “ESG and impact-led investing is our sole focus – we were blazing a trail in ESG way before it became fashionable. The investment team, under the leadership of Wayne Bishop since inception, has a genuine passion for investing for good.
“We take an active management approach to seek out investments which have a positive impact on people and planet. We continually monitor and review investment positions, and our approach goes beyond just looking at ESG data.
“Given our long heritage in the ESG investing space we are very pleased to add our model portfolios to the lang cat’s Analyser tool to support advisers in choosing their MPS providers.”
There are currently 34 MPS providers available to research in Analyser. You can find out more about each of these, including King & Shaxson, on Analyser’s MPS directory