We're renaming our EST Portfolios...

The investment industry has been criticised for the lack of a common language concerning approaches to responsible investment. With this in mind, it is important to address how Holden & Partners have described our approach to date. Whilst christening our responsible portfolios with a novel name is indicative of the innovative way we view investment, we want to ensure clarity. As a consequence, it is proposed that the we change the name of our EST portfolios to show we are in concurrence with the rest of the industry in harmonising the language used to describe this investment style.

We wish to gather the opinions of our clients prior to reaching a decision, this will help to inform our choices and make sure that they are reflective of the views of ethically minded investors.

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* 1. Do you know what the acronym “ESG” stands for?

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* 2. Which of the following do you think “ESG” stands for?

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* 3. Could you define "Sustainable"?

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* 4. Which of the following definitions of the word "Sustainable" best matches your own?

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* 5. Between the terms "ESG" and "Sustainable", which would you be more comfortable using day-to-day?

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