Blagrave holds investments in both property and financial markets. We believe we should use all of our resources, including our investments, in pursuit of our mission. As a result, in recent years we have moved approximately two-thirds of our investments to be held with Cazenove Capital and Rathbone Greenbank Investments. The Sustainable Development Goals (SDGs) are a key lens through which both funds are assessed, and investment decisions categorised to ensure they are Avoiding harm, Benefiting society and Contributing to solutions.
As part of our commitment to ethical investing, in 2020 we launched the ‘ESG olympics’ with Friends Provident Foundation and the Joffe Charitable Trust, to identify the exemplar investors in this space. Following an open tender process Cazenove was selected and have launched the Casenove Sustainable Growth Fund. You can read more about the process here and the resulting report about the state of the sector of ESG here.
Our investment policy sets out our aspirations to ensure we apply our values across all our work.