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Responsible Investing

Summary of our Approach

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 a part of our parent company, Momentum Metropolitan Holdings, we are a signatory to the United Nations defined Principles for Responsible Investment (PRI) since 2006, which consists of an international network of investors working together to ensure that the 6 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.

For more information on our Engagement Policies please contact our Distribution Services Team at [email protected]

 

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.

For more information on our Proxy Voting Policies please contact our Distribution Services Team at [email protected]

 

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.

 

Signatory of PRI

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.

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