This section of our website is intended for professional intermediaries and should not be relied upon by retail investors. Please note that our portfolios are generally not directly available to retail clients without the recommendation of a financial adviser.

Our unique combination of financial and legal services…

BravoESG 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, BravoESG 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 BravoESG 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.

What it is

  • Transparent
  • Multi-discipline approach to fund allocation
  • Facts and figures-based
  • Systematic approach to asset allocation
  • Competitively priced

What it is not

  • Mixed messaging
  • Greenwashed*
  • A faceless service
  • Emotion-led fund picking

*Greenwashing is the practice of trying to make people believe that a company is doing more to adopt sustainability than it really is.

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.

For more information on our BravoESG portfolios, please get in touch.

The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. It should be noted that stock market investing is intended for the longer term.

The opinions stated in this document are those of the author and do not necessarily represent the view of Progeny and should not be relied upon to make a financial decision.

This communication is not investment advice. The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. Past performance is not a guide to future performance. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.