Bravo ESG Portfolios

Our investment philosophy is based on academic research and the long-term observation of markets and how they work. Built on the same foundations as our Tempo portfolio range, Bravo^ESG portfolios implement ESG credentials at the start of the process.

The general misconception about ESG investing is that it requires a sacrifice or a compromise when it comes to value. As its name suggests, the Bravo^ESG range does not compromise on performance.

Progeny Asset Management believe that any ESG portfolio should be transparent, thereby allowing the investor to know exactly which sectors and activities they are investing in. We start with a negative screen to reduce exposure to companies which we believe have a damaging impact on the world.

Each portfolio in our range is set to an asset allocation that progressively increases the factors of risk and returns. The funds have been specifically picked to plug in to the asset allocation guidelines which should give comfort when assessing risk.

Our solutions are ideal for investors who would like to hand over the day-to-day management of their portfolio to experts because they offer the reassurance of a carefully selected portfolio of funds, across a broad spectrum of assets. Regular rebalancing ensures it stays on course over the long-term.

With all of our portfolios, investors can be secure in the knowledge that investments are being carefully looked after by our experienced asset management team. Matched using our selected risk profiling tool, our solutions ensure the most appropriate portfolio is chosen to meet clients’ objectives, considering capacity to suffer losses and financial goals.