Responsible investing is part of our core beliefs. Sustainable and responsible investment practices are a material factor underpinning investment outcomes for our clients, and also therefore our long-term success as a business.
We acknowledge that we are in a privileged position to act as fiduciary to our clients and stakeholders. We consider environmental, social and governance (ESG) risks to be relevant to the long-term performance of all the investments we make and hold - across all asset classes, sectors, markets and through time.
As part of our parent company, Momentum Group Limited, we have been a signatory to the United Nations Principles for Responsible Investment (PRI) since 2006, which consists of an international network of investors working together to ensure that the six Principles for Responsible Investment are implemented in practice.
We advocate
We participate in market-related industry forums as a member of the Investment Association, and also as a member of the Investment Consultants Sustainability Working Group (ICSWG).
We report on progress
We report on the progress we make to show that we take our duty to act seriously.
We seek disclosure
We seek to actively engage with companies and fund managers that we invest in to keep them accountable, and to ensure that we assess the ESG risks posed by any investment we make.
We integrate ESG
We integrate environmental, social and governance factors in our investment process and all our investment decision-making. The policies that define our approach in this regard, are:
We are active owners
We use our voice (through proxy voting and engagements) to engage with companies and fund managers to ensure that they maintain a strong focus on ESG and all other business commercial factors.
We act with integrity
We keep to and observe all rules and regulations which seek to uphold the Principles of Responsible Investment. This is fully aligned with our corporate values.
Momentum solutions and asset management businesses are signatories to the United Nations-supported Principles for Responsible Investment (PRI); an international network of investors working together to put the six Principles for Responsible Investment into practice. We have been signatories since 2006.
We are pleased to announce that we have successfully been accepted as a signatory to the Financial Reporting Council’s UK Stewardship Code ('the Code’). The Code sets high stewardship standards for asset owners, managers and service providers.
Responsible investing forms part of our core beliefs at Momentum Global Investment Management, and we are committed to the principles outlined in the Code.