In this short video, Castlefield founder John Eckersley explains why we're known as the Thoughtful Investor ®.
Over more than two decades, we’ve delivered competitive, values-based returns through an investment approach which is as rigorous as it is genuine.
This disciplined, fundamentals-based investing approach truly integrates and applies Environmental, Social & Governance (ESG) factors, ensuring we use clients money to invest sustainably.
We’ve carried these values right through to the way in which we’ve built and run our firm, with our own corporate sustainability very much in mind.
That's why we expect the same high governance standards at Castlefield and why you can be confident our diverse team will do the right thing.
Visit our document library for a variety of brochures, reports, guides and other publications.
Today, there are all sorts of technical terms for investment approaches that seek to bring personal values to bear on financial decisions. The longest standing is 'ethical investment'. Learn more about the history of ethical investment and its journey into the mainstream in today's economic environment.
History of Ethical InvestingConsidering positive investment themes when making investment decisions for our Sustainable Fund range is important at Castlefield. We believe responsible business practices, along with sustainable products and services, will allow companies to produce better investment returns over the long term.
Our positive themes provide a framework for assessing the positive credentials of any individual investment.
We've recently updated these and included a few more featured holdings, to show how this works in practice.
Learn MoreHear from some of our clients and learn more about the memberships we're committed to in the below videos.
Marcus Chilton-Jones, Curator of the Dorothy Clive Garden discusses the history of the garden and how the investment returns from an endowment help the garden to remain open to the public.
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.
It looks like you've landed on one of our pages without choosing your user profile. Please select one of the options below to continue.
