Responsible Investment

ABOUT SJP: investment management approach

Responsible Investing

At St. James’s Place, responsible investing is about considering long-term financial success with a commitment to more sustainable practices. By integrating environmental, social, and governance (ESG) factors into investment decisions, SJP are able to offer investments in line with your personal choices.

Responsible Investing = ESG + Engagement

Investing responsibly doesn’t necessarily mean sacrificing returns. SJP expects fund managers to actively consider financially material ESG risks and opportunities, aiming for growth in line with your personal choices.

ESG Integration: Fund managers assess risks and opportunities when making investment decisions.
Active Engagement: They regularly engage with businesses on ESG issues, and are all signatories of UNPRI (United Nations supported Principles for Responsible Investment), and have been since 2020.

The value of an investment with St. James’s Place will be linked to the performance of the funds you select, and the value can go down as well as up. You may get back less than you invested.

ABOUT SJP: investment management approach

More About the SJP Investment Committee

The SJP Investment Committee work closely with fund managers to manage risk and support long-term growth.

Investment Committee

The SJP Investment Committee selects, oversees and, if needed, replaces fund managers, keeping your investments in expert hands.

The Consultants

The SJP Investment Committee selects and oversees fund managers, ensuring your investments are managed to the highest standards.

Responsible Investing

Many clients want responsible investments without sacrificing growth, security or income. That’s why St. James’s Place integrates environmental, social and…

ABOUT SJP: investment management approach

How Does SJP Invest Responsibly?

SJP sets strict minimum standards for its fund managers, requiring them to align with global best practices:

Signature of the UN PRI:
Signature of the UN Principles for Responsible Investment (PRI) ensures all fund managers commit to the industry benchmark for responsible investing and are regularly assessed on their approach.
Continuous ESG Monitoring:
SJP closely tracks how fund managers integrate ESG considerations and how they engage with the companies they invest in.

ABOUT SJP: investment management approach

Transitioning to a Lower Carbon Economy

Financial security is important, but so is ensuring a sustainable future. Climate change is a key global concern, and SJP has committed to achieving net zero across its investments by 2050*, as part of the Net Zero Asset Owner Alliance (NZAOA).

A Net Zero Commitment: Since 2020, SJP has been working towards reducing the carbon footprint of its investment portfolio.
Transparent Reporting: Each year, SJP publishes the TCFD Product Report, detailing the carbon emissions linked to its investment funds.

*Net Zero commitment is based on Weighted Average Carbon Intensity and includes listed equity, publicly listed corporate debt and real estate only. Rowan Dartington assets are excluded.

St. James’s Place is a signatory to the UK Stewardship Code. Find out more about SJP’s engagement approach in our Stewardship and Engagement Report.

TESTIMONIALS

See what our clients say

Nothing speaks louder than the experiences of our clients. Here’s what they have to say about working with us.

I’ve been working with Luke for a few months now and the experience has been exceptional. He took the time to truly understand my financial goals, both short-term and long-term, and offer tailored advice that feels both practical and strategic.Luke is incredibly knowledgeable and patient, always willing to explain complex financial concepts in a way that’s easy to understand. Whether it’s retirement planning, investment strategies, or budgeting, they consistently provide thoughtful recommendations that align with my risk tolerance and objectives.

I went to see Luke after a friend had let me know about his experience he received, luke helped me basically plan my future goals and explained what is best for myself going off the position I am in. I would highly recommend luke as he has helped me with my pensions and also future investments…great guy, great experience!

Luke has been a massive help since he started handling my account, offering excellent insight and always being available to talk when we have needed his advice.

Having met Luke in the last couple of months, sorting my pension and savings for my wife and I has been easy going. We have understood the process from start to finish because he explains everything in layman terms. Would recommend Luke to anyone who needs advice in these matters

Matt has proved very knowledgeable and a great ambassador for Rhodes Brook Financial Ltd. Very responsive to my needs and speaks in a language we all understand - Plain English. Well done Matt

We moved to Rhodes Brook from another investment company. We have appreciated the strategic advice, the speed and level of service and the returns given. They showed us that we were not getting the most out of our pensions and investments, these guys helped us have a greater income each month with a very clear plan for the future. They closely watch legislation directions and help plan for that too.

Entering the world of finance can be daunting but Luke has guided myself and my wife Julie through it with ease and reassurance,we now understand how everything works and couldn’t have chosen anyone better, thanks again to Luke and everyone at Rhodes Brook Financial Ltd

I found Rhodes Brook advisor to be professional and helpful with all my enquiries and I would recommend this company to others, thank you for your assistance

We have been clients of Matthew at Rhodes Brook for several years, and would not hesitate to recommend him to anyone looking for sound financial advice. When he is confronted by a situation he is not completely familiar with, he researches the subject and gets back to you, rather than give a possibly poor judgement.

Simon has been our financial advisor for over 18 months. He has been honest, very informative and trustworthy. He has answered all our questions and our texts. He maintains regular updates with us, explains the whole process and keeps me calm.

Recently met with Luke and appreciated his interest in my particular circumstances and what is best for me. I've been with Rhodes Brook for a while and trust the advise received and appreciate the simple explanations of things I don't understand. Id recommend both Matt and Luke who have helped me a great deal.

so glad luke was recommended to me he explained things to me in simple language that I understood he put me at ease and made me feel comfortable would highly recommend luke to anyone needing a financial advisor

Contacted Luke after being made redundant I have never had to sort anything like pensions or finance out before so I didn't know what to expect. From our first meeting he was so friendly and put my mind at ease he explains everything in a way you understand and has really helped me stop worrying looking forward to the next meeting

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