ESG Investing

At OCM Asset Management, alongside our main OBI model portfolios, we also offer a suite of portfolios which have been designed to provide tailored sustainable and ethical investment options for our clients who outline ethical considerations as a key preference when defining their investment management requirements.

In creating these portfolios, we adopt a structured and methodical approach to selecting and screening investments based on strict criteria while maintaining a degree of consistency in the investment and macro-economic thesis in our OBI portfolios. The aim of the Sustainable portfolios is to mirror the overall strategy in the core OBI portfolio range in terms of asset classes and geographical exposure, while applying an ethical overlay on the underlying fund selection.

The Sustainable portfolios are client-centric, focusing on delivering positive outcomes through investments which follow strict ESG (Environmental, Social, and Governance) criteria for the ethical investor. Our aim is to provide robust and stable investment returns over the economic cycle and maintain a strong ethical ethos throughout. By putting the ESG criteria at the centre of our investment process, we look to deliver robust outcomes for our clients while also actively contributing to a fairer, more sustainable world.

  • Outcome we are trying to achieve for that individual client.
  • The client’s indicative / emotional acceptance of capital losses over a 12-month period.
  • Our analysis of where the market is in relation to perceived capital at risk.
  • House view of expected volatility and short / medium term momentum

Please note the value of investments may fluctuate in price or value and you might get back less than the amount originally invested. Past performance is no guarantee of future performance

Model Portfolios

For information on each model portfolio and its performance please click below.