Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.
Global Responsible Investment and Stewardship Principles and Policy
Our Global Responsible Investment and Stewardship Principles and Policy builds on and improves our previous suite of RI policies in one consolidated document. The document articulates our approach to RI and what it means to us, and includes a set of guiding principles for investment team members as well as specific requirements in relation to ESG integration, corporate engagement, proxy voting and investment screens. Through this policy we communicate our approach to issues such as climate change, nature and biodiversity, diveristy and human rights and modern slavery.
The policy was last updated in March 2022. The document is approved by RI Steering Group following extensive consultation with investment teams and other stakeholders in the business.
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.
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.
Disclaimer: Reference to specific securities (if any) is included for the purpose of illustration only and should not be construed as a recommendation to buy or sell the same.
We support a number of industry and trade groups that are focused on developing and improving RI. While these groups do not speak for us unless we specifically sign a statement they draft, we are aligned with their broader missions.
Each year, we review the various initiatives that we have been involved with. We do this to ensure their purpose aligns with our clients’ interests and that we have the capacity to make a meaningful contribution. The initiatives that we actively support and engage with are listed here:
Finance for Biodiversity pledge
Task Force on Climate-Related Financial Disclosures
Tobacco Free Portfolios Pledge
Cambridge University Investment Leaders Group
Chair of Working Group
Climate Action 100+
Supporting investor for 3 companies
Net Zero Asset Managers Initiative
UK Sustainable Investment Forum
Institute of Chartered Accounts in England and Wales (ICAEW)
Member of the Corporate Governance Committee
Member of Sustainability Committee
Prince’s Accounting for Sustainability (A4S)
Expert panel member
UK Investment Association
Member of Sustainability & Responsible Investment Committee
Chair of Standards & Definitions Working Group
London Stock Exchange Group
Member of Sustainable Investment Committee
Member ESG Advisory Committee
Financial Services Council
Director of the FSC Board
Member of the Fund Management Board Committee
Member of the Investment Expert Group
Member of the ESG Working Group
Investor Group on Climate Change
Responsible Investment Association Australasia
Member of the Human Rights Working Group
Member of Nature Working Group
30% Club Australia
Investor Working Group member
Steering Group member
Investor Working Group member
Women in Sustainable Finance
Investors Against Slavery & Trafficking APAC
Japan Sustainable Investment Forum (JSIF)
Japan Stewardship Initiative (JSI)
Our Responsible Investment & Stewardship reports since 2007
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.