How do 3D Investing conduct the research?
3D Investing identify investments that make a positive difference, enabling investors to make ‘good’ investments whilst minimising exposure to ethical controversies, and delivering on financial expectations.
They also endeavour to demonstrate the social impact of investments in a transparent and systematic manner so that investors can see exactly how well their social aims are being delivered.
3D Investing is an evidence-based approach that analyses the constituent holdings of each and every investment, so that investors can be confident that their money is being used in a way that really does make a positive difference whilst meeting their financial needs.
The evidence-based approach means that, not only can investors be assured of successful financial outcomes, but they can be equally confident in maximising the social impact of their portfolio.
3D Investing have analysed every fund registered for sale in the UK that has some form of ethical, sustainability or environmental and social governance (ESG) mandate.
Each fund is then attributed a star rating, identifying the ‘best’ funds according to the 3D Investing criteria. The best funds in each sector form the basis of the Positive Pennine portfolios, portfolios that truly ‘Do Good, Avoid Harm and Make Money’.
Find out how we avoid harm in the Positive Pennine portfolios