Socially Responsible Investment
Socially Responsible Investment
As an active manager we take corporate governance and responsibility seriously. We also believe that companies operating at an environmentally and socially sustainable level are more likely to deliver long-term shareholder value. For these reasons we incorporate social environmental and ethical (SEE) research into our investment process.
Our unique approach is conducted in 4 ways:
- Relevant SEE issues are raised with company management in mainstream company meetings;
- Detailed engagement meetings are conducted with company specialists;
- We identify, monitor and act on sustainable themes – an investment thematic that minimises the use of world resources;
- We buy in specialist third party SEE research and ratings which are integrated into our stock selection database.
This integrated approach means that clients' money is used to push companies to be more responsible and to consider the environment and society in their operations without compromising investment performance.
All clients may receive a quarterly report detailing the SEE meetings we have had and the issues we have raised.
We believe that this service is integral to effective and responsible active fund management.