Our TAM Sustainable World service provides investors with a range of sustainability-focused investment portfolios designed to protect and grow their wealth in a socially responsible manner. Clients can select an investment portfolio that most closely reflects their investment return objectives and attitude to risk. We offer five Defaqto and Dynamic Planner risk-rated model portfolio options, ranging from more defensive lower risk returns,  through to higher risk, equity based returns.

Our TAM Sustainable World service provides investors with a range of sustainability-focused investment portfolios designed to protect and grow their wealth in a socially responsible manner. Clients can select an investment portfolio that most closely reflects their investment return objectives and attitude to risk. We offer five Defaqto and Dynamic Planner risk-rated model portfolio options, ranging from more defensive lower risk returns, through to higher risk, equity based returns.

5 risk profiles, Over 6 year track record
Currency options (£, $, €)
$ 7,500 minimum investment

Key Advantages

Low cost
Access to professional discretionary management without incurring premium costs.

Pre-investment report
We produce a comprehensive report which clearly focuses on investment objectives, risk rating and asset allocation.  This is provided to all clients before they invest with TAM.

A range of risk graded portfolios
The Sustainable World portfolios span the risk spectrum from a Defensive, lower risk grading, to an Adventurous grading with a higher equity content.

Accessibility
You can invest directly into the four Sustainable World portfolios, or use them as an underlying asset for an ISA, SIPP, Pension, Workplace Pension, Trust or a Life Assurance wrapped product.

TAM Platform
The Sustainable World portfolios run on TAM’s innovative platform, which allows instant valuations, performance information and asset exposure analysis.

Transparency
We provide the highest levels of transparency for assets and costs in line with, and often exceeding, that required by the industry.

International investment and increased diversification
The Sustainable World product allows for a broadly diversified investment solutions including an international element in line with the risk profile selected.

Fast and simple application process
Once a professional adviser is registered with TAM they can download customised client reports and efficiently open accounts.