Heartwood IM expands range of multi asset sustainable strategies

Heartwood Investment Management has added two new strategies to its range of multi asset sustainable solutions covering a range of target returns according to increasing levels of risk tolerance.

The Defensive Sustainable and the Cautious Sustainable have been added to the Balanced Sustainable and the Growth Sustainable strategies launched in 2016.

The four strategies – managed by Benjamin Matthews – are globally diversified portfolios benefiting from the firm’s investment approach to its unconstrained multi asset strategies.

Each strategy, aimed to deliver a defined return over inflation and run to a specific benchmark target (CPI plus) aligned to its risk profile, seeks to achieve or outperform these targets over a rolling five-year period net of fees.

Matthews says: “Achieving a positive impact on social or environmental outcomes combined with the delivery of compelling financial returns is at the heart of sustainable investing.”

Noland Carter, head of Heartwood Investment Management and Chief Investment Officer, adds: “We are excited to complete the range of our multi asset sustainable strategies, building on and developing our experience in the sustainable space. They are a natural extension of our core product range and reflect a growing demand from our investor base.

“With these strategies, I believe we at Heartwood have set ourselves apart by delivering sustainable solutions to meet the needs of existing and future investors.”

Eugenia Jimenez
Eugenia Jiménez speaks Spanish and is Iberia Correspondent for Investment Europe covering Spain & Portugal, as well as assisting with coverage of Italy. She holds a UK NCTJ- accredited Multimedia News Reporting course and studied Journalism at the University of Sevilla. She has worked for local media organisations in Sevilla and Málaga, mainly in broadcasting as a news reporter, among other roles. She has also worked for a local newspaper in Sevilla, reporting on current affairs, local government and culture.

Read more from Eugenia Jimenez

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