Invest in what matters most to you without jeopardising returns.
We bring a carefully considered and robust responsible investing approach aligned to your needs.
ACTIVELY LOOKING TO THE FUTURE
As the focus of sustainability best practice shifts over time, we stay committed to adapting our funds to suit the changing global landscape. You can be sure your capital remains invested in the latest sustainability strategies, without continually changing funds.
We believe responsible investing is intelligent investing. As a result, we have embedded responsible investment practices and ESG beliefs within our investment approach. This ensures that our investment professionals are accountable for considering ESG factors within our funds and investment processes.
SEARCHING BEYOND THE STANDARD
Our investment approach goes beyond standard exclusions to identify asset characteristics that are most relevant to individual investment and the overall portfolio. The focus is on exposures that are sustainable as well as material to your organisation's investment goals. This allows clients to both remove unwanted characteristics and proactively support organisations' positive contribution to research, innovation and leading best practices.
Responsible investment services
We work with institutional clients around the world to capture their specific responsible investment requirements within their investment portfolios.
ESG SPECIFIC STRATEGIES
If you are seeking a specific portfolio outcome, our team can work with you to implement focused investment strategies such as decarbonisation or social capital to pursue your desired objective.
Development of portfolios with more optimal responsible investing, such as portfolios that include allocations to higher material ESG scores or impact investing.
Application of negative screens and exclusions to portfolios according to your objectives, e.g. removal of companies involved in manufacture and/or production of weapons, tobacco, cluster ammunitions, gambling and fossil fuels.
Responsible investment funds
Thematic investment funds
We have developed strategies to commonly identiﬁed investor themes such as decarbonisation, systematic ESG direct investing and impact investing which integrate ESG factors further into the investment process. Funds can be directly accessed or developed to meet our clients’ speciﬁc requirements.
This ETF tracks the performance of a custom-built, smart-beta index, predominantly invested in Australian shares and trusts listed on the ASX. The index negatively screens for companies that have a signiﬁcant involvement in a range of activities deemed inconsistent with widely recognised responsible investment objectives, such as tobacco and armaments. The index is then weighted to companies that demonstrate positive ESG characteristics. Find out more.
Russell Investments Australian Responsible Investment ETF (RARI)
The Fund helps investors to manage climate change risk and the transition to a low carbon economy using our proprietary decarbonisation investment strategy. The Fund provides access to a broad range of global shares in developed and emerging markets, with a 50% reduced exposure to carbon emissions and fossil fuel reserves compared to its benchmark. The Fund goes beyond carbon reduction alone to positively support companies with a green energy agenda. Find out more.
Russell Investments Low Carbon Global Shares Fund
The Fund is designed to provide access to a broad range of Australian shares, with a reduced exposure to carbon emissions and fossil fuel reserves by 35% and 30% respectively compared to its benchmark. The Fund goes beyond carbon reduction alone, aiming to provide an increased exposure to the most sustainable companies by positively tilting the portfolio towards higher than average material ESG scores. Find out more.
Russell Investments Low Carbon Australian Shares Fund
In this paper, we explore how a standard decarbonisation approach can unintentionally lead to reduced exposure to renewable energy and a reduction in the aggregate ESG proﬁle of a portfolio.
MATERIALITY MATTERS: THE MATERIAL ESG SCORE
We have developed a new way to measure a company's ESG score. The new material score evaluates only those issues that are ﬁnancially important to a company.More details
THE DIVESTMENT DEBATE
Here we provide a perspective on the unintended consequences that occur with using a simpliﬁed divestment strategy to the Carbon Underground 200.