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 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.

Find out more >

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. 

Responsible investing policies and reports

Istock 544568362
Momentum Global Investment Management Stewardship Report 2024
Stewardship Report 2024
shutterstock_236012332
Momentum Investments Stewardship Report 2024
Stewardship Report 2024
Istock 1269266179
Our responsible investment policy
Read our policy
Johannes Plenio Voq97kezcx0 Unsplash
Our climate change policy
Read our policy
Momentum Metropolitan UN PRI assessment report 2023
Read Report
Banner1
Our Statement of commitment to the UK Stewardship Code
Read Statement