Contact PersonLester Petch
DescriptionTAM Asset Management Ltd are an award-winning discretionary investment manager with decades of industry experience. Our expert team of investment professionals are committed to providing forward-thinking investment management solutions to individual clients and institutions around the world. We believe that every investor should have access to professional investment management services regardless of their level of wealth, and have over the years designed and developed a vast range of services for varying clientele - from suites of bespoke and model investment portfolios, to suites of ethical and Sharia investment portfolios.ApproachOur socially responsible investment portfolios incorporate a variety of ethical investment approaches - positive and negative screening, ESG (environmental, social & governance) investment, engagement, values-based investing and impact investing - taking full advantage of the developments that have taken place in the ethical market, which has seen the range of investment styles grow dramatically. We aim to appeal to a wide range of socially responsible investors and provide portfolios that best suit their ethical, as well as financial requirements. Our investment managers follow a rigorous investment process, conducting extensive research into the universe of ethical funds. This research includes one-on-one meetings with fund managers to gain an in-depth understanding of how the manager’s construct their ethical fund universe, and how this universe is filtered down to produce the final portfolio. In addition to manager meetings, the team conduct detailed desk-based analysis which looks further into the fund’s investment process, portfolio positioning and track record of performance, to ensure that the fund is delivering on its mandate and be a valuable addition to TAM's socially responsible investment portfolio range.