Blue Planet investment management

 OUR ENVIRONMENTAL / ETHICAL POLICY

        
Responsibility with Vision - Our ethical policy
 
We are keen to act in an environmentally responsible and ethical manner in order to preserve what is ours now for future generations.
 
We advise only in financials and our strategy effectively excludes recommended client investment in: 
Alcohol or tobacco production
Gambling
Military production and sale
Nuclear power
Pharmaceutical companies
Pornography
Genetic engineering
Intensive farming or meat sale
Animal testing  
Fur

We look to recommend companies which: 
  • Provide high quality products or services
  • Have good relations with customers and suppliers
  • Are open about their activities
Whilst our company does not invest in the above criteria we cannot guarantee that all the banks in which we advise investment do not have holdings in the above. 
 
We endorse the UK Stewardship Code http://www.frc.org.uk/images/uploaded/documents/UK%20Stewardship%20Code%20July%2020103.pdf and follow its principles to the extent proportionate and relevant for the funds we manage.  We monitor investee companies frequently and as required, and have a general policy to vote with the Board of the investee companies on routine matters when we exercise proxies on behalf of the funds we manage. We do not use a voting advisory service.  We adhere to a Conflicts of Interest policy.  We consider explanations made in relation to the UK Corporate Governance Code.