At Castlefield, we offer values-based investment from the perspective of being a values-based organisation. To us, that means offering a robust approach to investment while operating our business in a way that benefits the people and planet. That's why we're known as Castlefield - the Thoughtful Investor ®.
This page aims to explain what sustainability means at Castlefield as a good corporate citizen, and how we evidence our sustainable focus with a clear approach to net zero.
Castlefield is an award-winning, employee-owned investment management and financial planning business, with a reputation for being at the forefront of ethical investing. We do this from the perspective of being a values-based organistion.
Below we outline some of the ways that Castlefield has established this reputation and provide evidence to support our credentials.
The Castlefield story began in 2002. When founder, John Eckersley, started Castlefield he defined a very clear purpose for the business:
"Castlefield exists to help its clients and co-owners (employees) to achieve their personal goals. It’s that simple. We do this in such a way as to respect the interests of the widest range of stakeholders."
"We summarise this purpose as: ‘gathering assets, to do good’."
In December 2021, Castlefield announced its net zero policy, with commitments to achieving net zero in our own operations and supply chain, along with achieving net zero in our investment portfolio.
We engaged with independent consultants to record our baseline carbon emissions, so that we could identify the steps across the company needed to achieve our net zero commitments. The report is available below.
Our net zero roadmap was produced in partnership with independent consultants, Positive Planet. This report provides an outline of why we're taking action and gives a breakdown of our current baseline emissions, together with our net zero targets. The data is then used to identify the roadmap of steps we're committed to take, in order to achieve our net zero targets.
You can download a copy of the report at the link below.
Castlefield Net Zero RoadmapEwelina Niziolek-Wilson
Castlefield wouldn’t be where it is now if it wasn’t for our people. It’s what makes us unique. One thing that brings us together is our ‘core’ values. Regardless of your role, our values are universal for everyone at Castlefield and empowers each of us to be the best that we can be:
Castlefield is proud to be an employee-owned business. We believe this creates a culture of shared accountability, greater commitment and encourages a longer-term outlook.
For our clients, this brings a number of additional benefits, than a more traditional structure including:
Visit our document library for a variety of brochures, reports, guides and other publications.
The financial services sector is rife with acronyms and industry-specific language, along with similar terms being used interchangeably (e.g. responsible, ethical, ESG, SRI).
At Castlefield, we try hard to dispel as much jargon as possible.
With such a range of terminology, we've put together this handy glossary - your guide to some of the most commonly used investment and financial industry terms.
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