After a great response to our survey, we are delighted with the repossess, that clearly show an increasing interest for sustainable portfolios, and this is across all ages groups

1. Thank you to all who responded.
A great mix of ages…
 Millennials 20%
 Approaching mid life crisis 20%
 Having mid life crisis 15%
 Had mid life crisis but still working 15%
 Retired 30%

2. General Interest in Sustainable
Investments..
 Only 18% of respondents have Sustainable within current
portfolios.
 Less than 10% of respondents have no interest in Sustainable
 25% say not enough research available
 25% not an option within current plans, mainly company
pensions
 “Just not fully confident of what is available.”

3. 60% Would Want Sustainable to diversify
portfolio.
 100% of millennials want sustainable as diversification.
 60% of approaching mid life crisis want as diversification.
 60% of working but had mid life crisis want sustainable
investments
 45% of retired respondents wanted diversification.
 Those that wanted 100% sustainable were equally split
between younger and retired respondents.

4. Positive or Negative Screening
 Positive screening is preferred by 67%
 Negative screening is preferred by 33%
 Main negative screens: Arms, Tobacco, Alcohol and oppressive
regimes, child labour
 Main positive screens: Renewable energy, Environment protection,
Companies with good governance

5. Building a Diversified Portfolio
Most Important factors are:
Credentials of investment manager
Risk of fund
Fund costs
Diversification of portfolio

6. United Nations sustainable development
goalsUnited Nations sustainable development goals
Offering a compelling growth strategy for businesses. Total potential economic
opportunity from implementing the global goals is $36 trillion1
Source: ¹ UN, The report of the Business & Sustainable Development Commission

7. Thank you to all who responded..
 MBR is even more confident that our portfolio construction process is
meeting our client requirements.
 Using Sustainable funds which perform within a diversified portfolio
rather than a 100% Sustainable portfolio, is preferred by the vast
majority of clients.
 Sustainable funds can increase diversification with increasing risks
and / or costs.
 Our new look portfolio will be available later in Q2 2018.

8. Please remember....
 The survey is intended for information purposes only and is not an
invitation to enter into any investment strategy. Obtain professional
financial. Investment should fit in with you overall attitude to
investment risk.
 The value of your investment can go down as well as up and you may
not get back the full amount you invested. Past performance is not a
reliable indicator of future performance.