Our Work with the LGBT+ Community
LGBT-Friendly Investment Portfolios
One of our areas of expertise is investment portfolios that comply with the social and ethical preferences of LGBT+ people.
We use data from the LGBT Equality Index to screen out countries that have poor LGBT+ laws and/or social acceptance from portfolios.
Because different people have different views, the type and degree of screening is different for every client. For example, some countries can be progressive on same-sex relationships but regressive on transgender rights, and vice-versa. Countries such as Japan, with its controversial positions on same-sex marriage and trans rights, could be acceptable to some but not to others.
By screening out economies with poor LGBT+ laws and/or social acceptance, as you can sleep soundly at night knowing that your money is in economies that value you.
This strategy also enables us to keep the cost of the portfolio low. Low-cost investment is important in maximising returns.
Our LGBT+ friendly portfolios are available in pensions, stocks & shares ISAs, investment bonds, and general investment accounts (GIAs).
Capital at risk. Investments can fall as well as rise, and you may get back less than you invested, Past performance is not necessarily a reliable guide to the future.
Investing Charity Cash
When investing charity cash to make your money go further and help more people over the longer term, it's important to consider the strategy used is consistent with the goals of the charity.
Many standard portfolios invest in economies such as the Middle East, which have very poor track records for LGBT+ rights and acceptance, and some Trustees would rather not invest donor money here.
Roseum Financial Planning can help you ensure you're only investing in economies which value LGBT+ rights and social acceptance.
Awards and accolades
LGBT Great Role Model 2024
In November 2024, we were honoured to be named one of LGBT Great’s Top Trans and Non-Binary Role Models for the second year running! This recognition highlights our work toward a more inclusive future within financial services and beyond, and we're proud to be part of this community blazing trails for LGBTQ+ inclusion.
2024 Diversity & Inclusion Award Winners
Peregrine & Black won the award for Trans and Non-Binary Inclusion at the 2024 Financial Times Adviser Diversity and Inclusion Awards for its progressive treatment of transgender staff, beating corporate giants like HSBC for the win.
LGBT Great Role Model 2023
In 2023, we were honoured with a Top 10 Trans & Non-Binary Role Model award for our work innovating and developing low-cost LGBT-friendly investment portfolios. We hold our own detailed research on file, and can build low-cost, diversified portfolios which sit right with almost any ethical considerations you may have.