Policies, reports and industry collaboration

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.

Global Responsible Investment and Stewardship Principles and Policy

Taiwanese Stock Exchange Stewardship Compliance Statement

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

Task Force on Climate-related Financial Disclosures (TCFD) Mapping Document

Climate Change Action Plan

Stranded Assets Toolkit Overview

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. 

Conflicts of Interest Statement

Human rights

We have focused our attention on the development of tools to monitor our investment strategies and supply chains.

Modern Slavery Statement

Human Rights Toolkit Overview

Team specific policies and guidance notes

Unlisted Infrastructure ESG Statement

Realindex Corporate Governance & Proxy Voting Policy

FSI Ireland SRD Engagement Policy

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:

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.