Reports and Policies

Our responsible investment strategy is founded on a strong governance framework. A key part of good governance are policies which set clear expectations for our people. Transparency is also an important component of good governance as it allows our clients and other stakeholders to hold us accountable. 

Below you will find our current policies and reports and past reports.

We welcome any feedback or questions on this or any aspect of our responsible investment work. To contact our responsible investment team please click here.

Climate Change

In developing our Climate Change Statement, we sought to align our disclosure with the Task Force for Climate Related Financial Disclosure's recommendations and the Investor Group on Climate Change's Guide for Investor Disclosure. Strategy, Governance, Risk Management and Metrics.

Climate Change Statement

Exclusions

A key part of our approach to responsible investment includes a commitment to supporting and upholding the fundamental principles of human rights.

Policy on cluster munitions and anti-personnel mines

Tobacco Exclusion Policy

Governance

In a diverse global organisation good governance is extremely important. Governance of responsible investment and stewardship engages over 50 people across our organisation, allowing staff to participate in, and be kept up to date on our responsible investment work. 

Global Stewardship Principles

Conflicts of Interest Statement

Internal Governance and Stewardship Report (FSC Std 23)

Active Ownership

Engagement with company management is a fundamental part of our teams’ investment processes.  It provides a key opportunity to improve our understanding of their business, strategy and financials. It also gives us the opportunity to better understand their approach to ESG matters, allowing us to encourage them to improve these practices. In addition to this, we believe that proxy voting is an important investor right and responsibility and should be exercised wherever possible.

Guidelines for Corporate Engagement policy

Human Rights

Modern Slavery Report - Coming Soon. 

Responsible Investing Annual Reports

2019 - RI & Stewardship Report

2018 - RI & Stewardship Report

2017 -  RI & Stewardship Report

2016  -  RI & Stewardship Report

2015  -  RI & Stewardship Report

2013  -  RI & Stewardship Report

2012  -  RI & Stewardship Report

2011  -  RI & Stewardship Report

2010  -  RI & Stewardship Report

2009  -  RI & Stewardship Report

2008  -  RI & Stewardship Report

2007  -  RI & Stewardship Report

 

These documents contain information which is no longer up to date. As such, it is maintained on the website solely for informational purposes to provide historical information. The document should not be relied upon, including for the purposes of an investment decision. We recommend you seek professional investment advice before making a decision to invest.