Discover how going green now means go for financial performance.
Copia can offer you solutions that meet investors’ demands for socially responsible and sustainable investments.
As an adviser, you can now deliver investment options that also satisfy your clients’ environmental, social and governance concerns.
Why Copia ESG portfolios?
Robust investment process, whole of market approach
The ESG investments that we offer are based on a robust screening methodology.
Be confident in your ESG recommendations
Our extensive research into ESG funds means your clients can have complete confidence that their investments are genuinely responsible.
Enrich your clients’ portfolios
Copia can help you build cost-efficient, well-diversified and multi-asset ESG portfolios for your clients, using our systematic approach.
| Director & Chartered Financial Planner - Advanced Asset Consultants Ltd
We’ve been so impressed with both the platform and the fresh approach to investment offered by Copia that we have embedded Copia into our proposition utilising their DFM expertise.