Responsible investing is intelligent investing
Choose a partner with conviction and impact
A sound awareness of environmental, social and governance (ESG) factors and a robust process are integral for responsible investing. In our view, they can help deliver strong investment returns and meet objectives over the long-term.
ESG factors impact security prices. These factors can vary by company, industry, and region and their importance can vary through time.
A deep understanding
A deep understanding of how ESG factors impact security prices is value-adding to a skillful investment process.
Embedding ESG considerations into a firm's culture and processes improves the likelihood of prolonged and successful investing.
Active ownership of securities is an effective tool for improving investment outcomes.
Putting beliefs into practice
We incorporate responsible investing in our investment manager evaluation process, our portfolio management, our advisory services, and through implementing proprietary solutions to meet client needs.
Managers and products are evaluated, ranked and surveyed one by one. As such, our portfolio managers select managers and products with full knowledge of their ESG metrics and how ESG is implemented.
Our 2018 ESG survey
We research and report active manager ranks and metrics and have developed proprietary metrics for our direct investing capabilities.
ESG SCORING SYSTEM
Sustainable practices are incorporated into our own business just as we ask our managers to do. We are members of numerous industry associations and as a result of our integrated approach, the UN-backed Principles for Responsible Investment (PRI) awarded us an A in 2018.
PRI assessment explained
We believe voting is a part of a share’s value-creation process. We are active owners of all our holdings and focus on specific ESG actions within our engagement activities.