In late 2019 Wren Sterling launched an impact investing option for our clients offering ways for investments to be made in funds that are in line with environmental, social and governance criteria.
As we were building this, we began to question our own activities as an organisation; could we cut our business travel, or print less paper? Or conduct more meetings over the phone or video conferencing?
We already operate in energy efficient offices but we concluded that the bulk of our environmental impact could be addressed through technology, in particular internal and client communication, which is why we’re encouraging all of our clients to sign up to our Personal Finance Portal (PFP). Through using the PFP, all the key information we might have sent in the post can be quickly and securely accessed online. In some cases this will save hundreds of sheets of paper and all the associated costs that go with print and postage.