What is socially responsible investment?
Socially responsible investments are investments in countries and companies that have a positive impact on society, the environment and the world we live in. They reward green and ethically sound business operations that are ultimately to the benefit of future generations.
Who is interested in socially responsible investment?
Anyone who is looking for a potentially higher return, but who also cares about today's and future generations. You want a bright future for all and you also want to invest, but not in just anything.
What are the benefits associated with socially responsible investment?
- Your assets have the potential to generate a return that is in line with the market.
- You invest in forward-thinking companies that communicate openly about their socially responsible goals. This approach may put them in a position to perform better in the long term.
- You send a powerful signal to companies that are not sustainable
- You invest in a better society for yourself, others and future generations
Quite simply, socially responsible investments aim to create social value for society and financial value for investors.
4 reasons for socially responsible investing with KBC
Sustainability is a thread running through our organisation. KBC lays down clearly how it expects its employees to act, sets clear environmental objectives and reports transparently on what has been achieved.
We are now offering a sustainable variant within our flagship range of investments, which gives everyone the opportunity - regardless of their investment style - to invest in green and ethical companies. Check out the reasons below for choosing KBC as a socially responsible partner.
1. Strict sustainability screening
Sustainability screening means that the portfolio of a socially responsible investment fund differs from that of a classic investment fund. That's because we invest exclusively in companies and countries that meet a number of strict selection criteria relating to the environment, social policy and corporate governance.
2. Independent experts
KBC works closely with an external advisory board of independent experts, called the SRI Advisory Board. These experts advise us on our sustainability policy and the sustainability screening results. Every quarter, we sit down together with them, challenging each other, taking on board the different expert opinions, and so ensuring that the highest possible standards are met for socially responsible investments.
3. Transparent communication
We give clear information about the results of our sustainability screenings. The results of all the companies are provided, including those that don't make it through the selection procedure.
4. Forward thinking
KBC was ahead of its time when it came to socially responsible investments, being the first financial institution in Belgium to launch a SRI fund back in 1992. Since then, we've built up considerable know-how and experience, and continue to innovate to this day. And that's something that is now clearly to your benefit.
Ready to start with Socially Responsible Investment?
We have 2 different Socially Responsible Funds to suit your investor profile:
To invest, you must be over 18 years old and have a KBC Current Account
or a KBC Demand account
Minimum monthly investment is €125.
Book an appointment in one of our hubs: A dedicated KBC Investment Specialist
will assist you in matching the investment approach that’s most suited to you.
Book an appointment
Warning: These funds may be affected by changes in currency rates.
Warning: The value of your investment may go down as well as up.
Warning: Past Performance is not a reliable guide to future performance.
Warning: If you invest in this product you may lose some or all of the money you invest.
Tax: Investors should note that the tax legislation which applies to the Fund may have an impact on the personal tax position on your investment in the Fund. Terms & Conditions apply. KBC Bank Ireland plc is regulated by the Central Bank of Ireland.