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The Federation of European Independent Financial Advisers

Are you an expat looking to start investing your savings? Are you also looking for an investment that fits in with your ethical beliefs? At Harrison Brook, we can offer a portfolio of expat ethical investment funds.

What are Expat Ethical Investment Options?

What we call expat ethical investment is an approach to portfolio management that not only focuses on creating a positive return but is also dedicated to generating something positive for society or the environment. This could be done by investing in specific funds or on the opposite, avoiding funds that could be linked to oil and gas for instance.

Why thinking of Expat Ethical Investment?

Even if described as “niche”, ethical investment is something that is developing and the amount invested each year has increased by over 270% in the UK for example since 2008.

How to invest ethically for expats?

An investment platform allowing you to invest in ethical investment portfolios is the most common way to do it. The Novia Global platform is one of them and has a partnership with EQ Positive Impact Portfolios which now allows expats to have access to positive impact portfolios. Those portfolios are composed of 10 to 15 sustainable funds to suit a range of fund management and investment strategy.

How to pick a financial planner?

When choosing a financial service and advisory firm it is important to know the questions you should ask yourself:

  • Are they commission or fee-based? Here at Harrison Brook, we always recommend working with fee-based advisers. This is a more ethical solution as the financial adviser will follow your portfolio as opposed to cashing in their entire commission upfront.
  • Are they independent? By looking for independent financial advisers (ie not related to any funds) you will sure that your adviser does not have any interest in any of the funds they pick for you.

​​​​​​​​The above article was kindly provided by Ryan Frost, Financial Adviser – France & Global, Harrison Brook and originally posted at: ​​​​​​​​​​​