Contact PersonCherie Tonge
DescriptionALPHA: r2 is an award winning, top performing, defaqto 5-star rated DFM and MPS provider. We offer a suite of DT risk rated ethical portfolios as well as a full bespoke service to intermediaries and their underlying clients.ApproachAll of our portfolios utilise a combination of ESG integration and negative screens to form an appropriate investment universe of direct equities. We then analyse ESG and sustainability factors alongside traditional fundamental analysis before using our proprietary risk systems to assist in portfolio construction. We are an active steward of client capital, with engagement and voting a core pillar of our investment process.