Image: The Caribbean Sea and Curacao RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE

Size: px
Start display at page:

Download "Image: The Caribbean Sea and Curacao RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE"

Transcription

1 Image: The Caribbean Sea and Curacao RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE

2 OUR APPROACH NOT ALL RESPONSIBLE INVESTMENT SOLUTIONS ARE CREATED EQUAL Different organisations define responsible investment in different ways, creating considerable confusion in the market. Whether you are targeting responsible investment to align with stakeholder values, mitigating risk or complying with regulation, you want to choose a solution with real integrity and impact. At Russell Investments, we consider true responsible investing as a long-term approach that accounts for a wide range of complex environmental, social and governance factors. We believe that responsible investing and performance can be complementary. Our responsible investment opportunities aim to capture the right exposure without jeopardising return. OUR RESPONSIBLE INVESTING SOLUTIONS WILL HELP YOU TO: Ensure your investments are not unknowingly exposed to companies contrary to your organisation s values, such as those involved in the production or manufacture of cluster ammunitions, nuclear weapons and/or tobacco. Proactively invest in companies with good governance, transparency and a focus on sustainability. Generate consistent returns through an investment portfolio designed with your organisation s risk profile in mind. Provide key stakeholders (including shareholders, customers, unions, lobby groups, and funding bodies) with clear and comprehensive reports, demonstrating where your investments have resulted in positive sustainable practices and solutions. 1 Russell Investments Image: Farm machines harvesting corn for feed or ethanol. Russell Investments 2

3 OUR DIFFERENCE FULLY INTEGRATED SEARCHING BEYOND THE STANDARD ACTIVELY LOOKING TO THE FUTURE 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 all our investment professionals are accountable for considering ESG factors within our funds and investment processes. To support our responsible investment efforts we have a virtual team of ESG specialists who are situated in offices across the globe. They are dedicated to championing the integration of ESG characteristics, evaluating the latest trends, performing research, and updating the business on changing client needs as the industry grapples with the complexity of this continually evolving area. WE BRING YOU A CAREFULLY CONSIDERED AND ROBUST APPROACH ALIGNED WITH YOUR NEEDS When designing responsible investment solutions, we go beyond standard exclusions to identify asset characteristics that are most relevant to you. Our solutions focus on exposures that are sustainable as well as material to your organisation s investment goals. This allows clients to both remove unwanted characteristics but also proactively support organisations positive contribution to research, innovation and leading best practices. Our approach captures a broad universe of measures to help protect our clients from unintended consequences. For example, within our decarbonisation strategy, we don t just remove all oil and gas companies based on their carbon footprint, but look deeper to understand how these companies support renewable energy. Only then, by understanding the complete picture, do we determine the value of the investment in our low carbon funds. 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 continuously changing funds. OUR CURRENT RESEARCH AGENDA INCLUDES INVESTIGATING: Water intensity metrics in a broader definition of resource efficiency. The impact of transport-related greenhouse gas emissions on the carbon emission supply chain. We are also developing proprietary ESG scores, informed by the financially material sustainability metrics identified by the Sustainability Accounting Standards Board (SASB), and the subcomponents of ESG associated with the UN Sustainable Development Goals. Image: Solar panels in a farm in Abruzzo, Italy 3 Russell Investments Russell Investments 4

4 RUSSELL INVESTMENTS ACHIEVES A+ IN PRI 2017 ASSESSMENT. Russell Investments has received the highest possible grade of A+ in an annual assessment Image: Garden allotment in the UK RESPONSIBLE INVESTING IS INTELLIGENT INVESTING At Russell Investments we believe that a sound awareness of ESG OUR BELIEFS report from the United Nations-supported Principles for Responsible Investing (PRI) organization for each of the eight categories on which the firm reports data. This across-theboard glowing assessment covered the firm s factors and a robust process can help to deliver strong investment returns and meet objectives over the long-term. To reflect this, we have developed a set of four beliefs upon which our responsible investing practice is founded. These beliefs are as follows. focus on strategy & governance, direct active management, manager selection, manager appointment and manager monitoring. Launched in April 2006, the PRI is an investor initiative developed in partnership with the United Nations Environment Program Finance Initiative and the United Nations Global Compact. They are global best practices that challenge investors to acknowledge environmental, social, and corporate governance (ESG) issues. 1 ESG factors impact security prices. These factors can vary by company, industry, and region and their importance can vary through time. 2 A deep understanding of how ESG factors impact security prices is value-adding to a skillful investment process. 3 4 Embedding ESG considerations into a firm s culture and processes improves the likelihood of prolonged and successful investing. Active ownership of securities is an effective tool for improving investment outcomes. 5 Russell Investments Russell Investments 6

5 OUR CAPABILITIES RESPONSIBLE INVESTING PRACTICES EMBEDDED WITHIN ALL FUNDS Image: Crude oil tanker under cargo operations on Thailand shore station. Oil & Gas companies are amongst the highest contributors to renewable energy research. OUR RESPONSIBLE INVESTMENT APPROACH We earned our A+ rating from PRI by consistently applying our integrated investment approach: PORTFOLIO MANAGEMENT PROCESS INSIGHTS & RESEARCH ACTIVE OWNERSHIP & ENGAGEMENT INDUSTRY COLLABORATION We research and rank thousands of investment products on their ability to add value to portfolios, and we integrate an ESG score into the manager ranks. As such, all manager reviews include an assessment of how ESG is implemented within the investment managers policy, process, awareness and offering. We also regularly survey managers and calculate our funds ESG and carbon metrics for use by our analysts and portfolio managers. Our research actively looks towards the future. To understand how best to add long-value for clients, we evaluate manager products both on an individual basis and an industry basis. We advocate for best practices in specialised products such as lowcarbon portfolios, governance-driven strategies, greenbonds and impact investing. This helps to continually improve our own product offerings in these areas and offer best-in-class strategies. Russell Investments believe voting is a part of a share s value-creation process. We aim to improve the long-term investment outcomes of assets through our active stewardship and voting policy by promoting four core principles: transparency, accountability, independence and long-term value. As stewards, we monitor the effectiveness of company management on an ongoing basis. As share owners, we aim to exert influence on corporate governance, social and environmental practices We provide education throughout the year and are involved with advising governments and industry bodies across the world. As part of this we are signatories to the United Nationsbacked Principles for Responsible Investment and members of numerous industry associations (refer to Industry Commitments on back page). through our votes Russell Investments Russell Investments 8

6 INDUSTRY COMMITMENTS FIND OUT MORE A+ RATING IN ALL 8 MODULES PRI: Russell Investments became a signatory of the Principles for Responsible Investment (PRI) back in A+ rating in all eight modules that we were assessed against by the PRI in Access the full assessment at assessment-report-for-russell-investments.pdf For more information: Call Russell Investments on +44 (0) or visit russellinvestments.com CDP Climate Change: Russell Investments became a signatory of the Carbon Disclosure Project s (CDP) climate change program back in Institutional Investors Group on Climate Change (IIGCC): In 2010, Russell Investments, presented a carbon footprint methodology for an IIGCC-specified portfolio, with two other ESG data providers. IMPORTANT INFORMATION For Professional Clients Only. This material does not constitute an offer or invitation to anyone in any jurisdiction to invest in any Russell product or use any Russell services where such offer or invitation is not lawful, or in which the person making such offer or invitation is not qualified to do so, nor has it been prepared in connection with any such offer or invitation. Unless otherwise specified, Russell Investments is the source of all data. All information contained in this material is current at the time of issue and, to the best of our knowledge, accurate. Any opinion expressed is that of Russell Investments, is not a statement of fact, is subject to change and does not constitute advice. The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested. Any past performance figures are not necessarily a guide to future performance. Issued by Russell Investments Limited. Company No and Russell Implementation Services Limited Company No Registered in England and Wales with registered office at: Rex House, 10 Regent Street, London SW1Y 4PE. Telephone +44 (0) Authorised and regulated by the Financial Conduct Authority, 25 The North Colonnade, Canary Wharf, London E14 5HS. AMST First used: January Updated: December 2017 Expires: December Russell Investments

Image: The Caribbean Sea and Curacao RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE

Image: The Caribbean Sea and Curacao RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE Image: The Caribbean Sea and Curacao RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE OUR APPROACH NOT ALL RESPONSIBLE INVESTMENT SOLUTIONS ARE CREATED EQUAL Different organisations define

More information

RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE

RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE OUR APPROACH NOT ALL RESPONSIBLE INVESTMENT SOLUTIONS ARE CREATED EQUAL Different organizations define responsible investing in different

More information

RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE

RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE THIS BROCHURE IS PRINTED ON SUSTAINABLY RESOURCED AND RECYCLED PAPER STOCK OUR APPROACH NOT ALL RESPONSIBLE INVESTING SOLUTIONS ARE CREATED

More information

BEST PRACTICES FOR RESPONSIBLE INVESTING

BEST PRACTICES FOR RESPONSIBLE INVESTING BEST PRACTICES FOR RESPONSIBLE INVESTING Portfolio management, research, ownership and collaboration May 2018 ABSTRACT In the coming years, Responsible Investing will be routine. Understanding how Environment,

More information

Responsible Ownership: Proxy and Engagement Report

Responsible Ownership: Proxy and Engagement Report Responsible Ownership: 2017 Proxy and Engagement Report March 2018 Introduction Russell Investments believes that being an active owner is an important component of its investment responsibilities. Through

More information

Jupiter approach document SUSTAINABILITY. Sustainability Investment Policy - September On the planet to perform

Jupiter approach document SUSTAINABILITY. Sustainability Investment Policy - September On the planet to perform Jupiter approach document SUSTAINABILITY Sustainability Investment Policy - September 2017 WWW.JUPITERAM.COM On the planet to perform Introduction to sustainable investment at Jupiter: Jupiter was founded

More information

BEST PRACTICES FOR RESPONSIBLE INVESTING

BEST PRACTICES FOR RESPONSIBLE INVESTING BEST PRACTICES FOR RESPONSIBLE INVESTING Portfolio management, research, ownership and collaboration May 2018 ABSTRACT In the coming years, Responsible Investing will be routine. Understanding how Environment,

More information

Fiduciary Management Find your path to the funding level you need

Fiduciary Management Find your path to the funding level you need Fiduciary Management Find your path to the funding level you need Partnering with you every step of the way FOR PROFESSIONAL CLIENTS ONLY Understanding what keeps you up at night. UK PENSION SCHEMES FACE

More information

Responsible Investment Policy

Responsible Investment Policy Avon Pension Fund Responsible Investment Policy November 2016 Avon Pension Fund Responsible Investment Policy Introduction and Purpose The Avon Pension Fund ( Fund ) is a long-term investor. Our aim is

More information

Environmental, Social and Governance (ESG)

Environmental, Social and Governance (ESG) Environmental, Social and Governance (ESG) Sustainable and Responsible Investment Policy for ODIN FORVALTNING Versjon 1.4 2017 Innhold 1. Introduction...3 2. Objective...3 3. Integrating ESG into our investment

More information

Fixed Income ESG Survey Results

Fixed Income ESG Survey Results Fixed Income ESG Survey Results Executive Summary Russell Investments Fixed Income Manager Research team has conducted a second annual survey of 109 fixed income managers to assess their attitudes to Responsible

More information

Climate change policy. Fulfilling our fiduciary duties on climate

Climate change policy. Fulfilling our fiduciary duties on climate Climate change policy Fulfilling our fiduciary duties on climate As a global investor, we are aware of the risks climate change presents to our investments and as such we are committed to playing our full

More information

Russell Investments China Equity Fund

Russell Investments China Equity Fund Russell Investments China Equity Fund The most comprehensive way to capture opportunities in China FOR PROFESSIONAL CLIENTS ONLY Fund objective The Fund aims to achieve long term capital appreciation by

More information

Responsible Investment

Responsible Investment June 2015 Schroders Responsible Investment Global and International Equities At Schroders, Responsible principles drive our investment decisions and the way we manage funds. From choosing the right assets

More information

The Integration of ESG issues

The Integration of ESG issues The Integration of ESG issues Some brief observations on Russell s approach to incorporating ESG criteria into our asset manager research process Helma Verkouw, associate director Benelux & Germany and

More information

Responsible investments. at Nordea Life & Pensions

Responsible investments. at Nordea Life & Pensions Responsible investments at Nordea Life & Pensions Nordea Life & Pensions signed the UN Principles for Responsible Investments in 2014 and since then we have been working on implementing the principles

More information

ESSSuper Responsible Investment Policy

ESSSuper Responsible Investment Policy ESSSuper Responsible Investment Policy June 2017 Responsible Investment Policy 1. ESSSuper mission To help our members who make, or have made, an essential contribution to the community, achieve their

More information

Russell Investments Emerging Markets Equity Fund

Russell Investments Emerging Markets Equity Fund Russell Investments Emerging Markets Equity Fund Seizing the full range of emerging opportunities FOR PROFESSIONAL CLIENTS ONLY Fund objective The Fund aims to deliver strong and consistent excess returns

More information

Responsible Investment Policy 2018

Responsible Investment Policy 2018 Responsible Investment Policy 2018 Antin Infrastructure Partners Responsible Investment Policy 2018 Founding principles and objectives Antin is a long-term investor committed to responsible investment

More information

Lancashire County Pension Fund (LCPF) Responsible Investment Policy

Lancashire County Pension Fund (LCPF) Responsible Investment Policy 1. Introduction Lancashire County Pension Fund (LCPF) Responsible Investment Policy This policy defines the commitment of Lancashire County Pension Fund (the Fund) to responsible investment (RI). Its purpose

More information

Principle 1 Institutional investors should publicly disclose their policy on how they will discharge their stewardship responsibilities

Principle 1 Institutional investors should publicly disclose their policy on how they will discharge their stewardship responsibilities LOCAL PENSIONS PARTNERSHIP Statement of Compliance with the UK Stewardship Code Introduction Local Pensions Partnership Ltd (LPP) is a pension services provider for public sector pension funds. Our aim

More information

NEWTON SUSTAINABLE INVESTMENT STRATEGIES

NEWTON SUSTAINABLE INVESTMENT STRATEGIES January 2019 NEWTON SUSTAINABLE INVESTMENT STRATEGIES Please read the important disclosure on the last page. Newton sustainable investment strategies Responsible investing is something we have been doing

More information

ESG Engagement: Public Equities Priorities and Process. British Columbia Investment Management Corporation

ESG Engagement: Public Equities Priorities and Process. British Columbia Investment Management Corporation ESG ENGAGEMENT: PUBLIC EQUITIES PRIORITIES AND PROCESS 1 ESG Engagement: Public Equities Priorities and Process 2016 British Columbia Investment Management Corporation Table of Contents Context...1 Approaches

More information

ADVANCE SUSTAINABLE INVESTMENT APPROACH

ADVANCE SUSTAINABLE INVESTMENT APPROACH ADVANCE SUSTAINABLE INVESTMENT APPROACH July 2018 CONTENTS What is sustainable investing?... 1 What are ESG factors?... 2 Our beliefs... 2 Our approach to sustainable investment... 2 1. Investment process...3

More information

Corporate Governance Policy for Xact Kapitalförvaltning Adopted by the Board of Directors of Xact Kapitalförvaltning AB on September 26, 2018.

Corporate Governance Policy for Xact Kapitalförvaltning Adopted by the Board of Directors of Xact Kapitalförvaltning AB on September 26, 2018. Corporate Governance Policy for Xact Kapitalförvaltning Adopted by the Board of Directors of Xact Kapitalförvaltning AB on September 26, 2018. The Corporate Governance Policy and its purpose Xact Kapitalförvaltning

More information

West Midlands Pension Fund. Responsible Investment Framework 2015

West Midlands Pension Fund. Responsible Investment Framework 2015 West Midlands Pension Fund Responsible Investment Framework 2015 June 2015 Responsible Investment Framework 2015 1) Introduction This framework defines the commitment of West Midlands Pension Fund ( the

More information

RUSSELL INVESTMENTS Invested in outcomes. Exploring our outcome-oriented approach for individual investors.

RUSSELL INVESTMENTS Invested in outcomes. Exploring our outcome-oriented approach for individual investors. RUSSELL INVESTMENTS Invested in outcomes Exploring our outcome-oriented approach for individual investors. Invested in outcomes At Russell Investments, we provide solutions that are designed with your

More information

Low carbon: a unique global equities solution

Low carbon: a unique global equities solution Low carbon: a unique global equities solution George Thomson, Consultant, Not-for-Profit EXECUTIVE SUMMARY In this document, we explain how we can help investors manage the potential investment implications

More information

PRI REPORTING FRAMEWORK 2018 Direct Listed Equity Incorporation

PRI REPORTING FRAMEWORK 2018 Direct Listed Equity Incorporation PRI REPORTING FRAMEWORK 2018 Direct Listed Equity Incorporation November 2017 reporting@unpri.org +44 (0) 20 3714 3187 Understanding this document In addition to the detailed indicator text and selection

More information

Statement on Climate Change

Statement on Climate Change Statement on Climate Change BMO Financial Group (BMO) considers climate change one of the defining issues of our generation. Everyone, including BMO, bears responsibility for the effectiveness of the response.

More information

Policy for responsible investment

Policy for responsible investment v Policy for responsible investment Adopted by the Board of Xact Kapitalförvaltning AB (hereinafter referred to as the fund management company or Xact Kapitalförvaltning) 31 May 2017. Value base It is

More information

ESG Policy & Process. 1. Overview and Philosophy

ESG Policy & Process. 1. Overview and Philosophy Wells Capital Management ESG Policy & Process Updated March 2018 1. Overview and Philosophy Through our independent and specialized investment teams, Wells Fargo Asset Management ( WFAM ) 1 brings together

More information

University of Melbourne. Sustainable Investment Framework. Background

University of Melbourne. Sustainable Investment Framework. Background University of Melbourne Sustainable Investment Framework Background The University of Melbourne (the University) is committed to sustainability in everything it does, from teaching and learning to research,

More information

TAKING ACTION ON THE IMPLICATIONS OF CLIMATE CHANGE

TAKING ACTION ON THE IMPLICATIONS OF CLIMATE CHANGE November 2018 For institutional investors only. Not for distribution outside the US or to individual investors. Please read the important disclosure at the end of this article. TAKING ACTION ON THE IMPLICATIONS

More information

Responsible investment policy

Responsible investment policy PROSPERITY CAPITAL MANAGEMENT Responsible investment policy 3/27/2018 OBJECTIVE This Policy sets out how Prosperity Capital Management (hereinafter PCM) discharges its responsibility towards PCM s clients

More information

Ireland Strategic Investment Fund. Sustainability and Responsible Investment Strategy

Ireland Strategic Investment Fund. Sustainability and Responsible Investment Strategy Ireland Strategic Investment Fund Sustainability and Responsible Investment Strategy December 2017 Ireland Strategic Investment Fund (ISIF) Sustainability and Responsible Investment Strategy This strategy

More information

Sparinvest Responsible Investment Policy. Investing for value creation and sustainability

Sparinvest Responsible Investment Policy. Investing for value creation and sustainability Sparinvest Responsible Investment Policy Investing for value creation and sustainability This policy document aims to give an overview of our approach to responsible investment. Further details may be

More information

CDP investor program Understanding climate risks and maximising financial rewards: The benefits to signatories and members

CDP investor program Understanding climate risks and maximising financial rewards: The benefits to signatories and members CDP investor program Understanding climate risks and maximising financial rewards: The benefits to signatories and members CDP works with investors, companies and governments to drive industrial-scale

More information

The Taskforce on Climate related Financial Disclosures August 2018

The Taskforce on Climate related Financial Disclosures August 2018 The Taskforce on Climate related Financial Disclosures August 2018 1 Climate change is an issue of global significance. We subscribe to the scientific consensus that man-made emissions of carbon dioxide

More information

GUIDANCE ON PRI PILOT CLIMATE REPORTING

GUIDANCE ON PRI PILOT CLIMATE REPORTING GUIDANCE ON PRI PILOT CLIMATE REPORTING BASED ON THE RECOMMENDATIONS OF THE FSB TASK FORCE ON CLIMATE-RELATED FINANCIAL DISCLOSURES An investor initiative in partnership with UNEP Finance Initiative and

More information

Stewardship: Fixed income

Stewardship: Fixed income Stewardship: Fixed income Building value for the longer term Integrating environmental, social and governance (ESG) factors into our fixed income investment process Aberdeen investment philosophy Aberdeen

More information

Responsible Investment Solutions

Responsible Investment Solutions Responsible Investment Solutions For professional investors only Responsible Investment Solutions Investing responsibly At BMO Global Asset Management, we recognise the important role that environmental,

More information

The conversation is now

The conversation is now For professional clients / qualified / institutional investors only. The conversation is now Talking about the 'E' in ESG Sustainable investing (SI) has evolved from a niche topic to become entrenched

More information

The Evolution of SEC Disclosure

The Evolution of SEC Disclosure The Evolution of SEC Disclosure The Materiality of ESG Information and its Use by Investors Sustainability Accounting Standards Board & Workiva March 14, 2017 2017 SASB Obtaining Your CPE Credit One hour

More information

Allianz Global Investors. ESG Policy Framework

Allianz Global Investors. ESG Policy Framework Allianz Global Investors ESG Policy Framework Introduction Allianz Global Investors (AllianzGI) is one of the world s leading active investment managers, providing a diverse range of active investment

More information

RESPONSIBLE INVESTMENT POLICY

RESPONSIBLE INVESTMENT POLICY JUNE 2017 We recognise that we have clear responsibilities as stewards of our clients capital. Principal among these is to protect and enhance their capital over the long term. We believe that environmental,

More information

Allianz Global Investors. ESG Policy

Allianz Global Investors. ESG Policy Allianz Global Investors ESG Policy ESG Policy Allianz Global Investors is one of the world s leading active asset managers, providing a diverse range of active investment strategies and solutions for

More information

Position statement Danske Bank 4 April 2016

Position statement Danske Bank 4 April 2016 Climate change Position statement Danske Bank 4 April 2016 1 Introduction About Danske Bank Group Danske Bank is a Nordic universal bank with strong regional roots and close ties to the rest of the world.

More information

Sustainable Investing

Sustainable Investing FOR INSTITUTIONAL/WHOLESALE/PROFESSIONAL CLIENTS AND QUALIFIED INVESTORS ONLY NOT FOR RETAIL USE OR DISTRIBUTION Sustainable Investing Investment Perspective on Climate Risk February 2017 Clients entrust

More information

ABP as a force for good

ABP as a force for good ABP as a force for good Responsible investment policy RESPONSIBLE INVESTMENT POLICY Rotterdam, October 6th 2017 Corien Wortmann Chair of the board of ABP 1 Agenda: ABP s ambition as a force for good Objectives

More information

1. Do the trustees accept the TCFD conclusion that pension funds are potentially exposed to financial risks through climate change?

1. Do the trustees accept the TCFD conclusion that pension funds are potentially exposed to financial risks through climate change? Strathclyde Pension Fund Response to Environmental Audit Committee Green Finance Enquiry Request for Information 1. Do the trustees accept the TCFD conclusion that pension funds are potentially exposed

More information

FOR PROFESSIONAL CLIENTS ONLY. Environmental, social and governance (ESG) investment policies

FOR PROFESSIONAL CLIENTS ONLY. Environmental, social and governance (ESG) investment policies FOR PROFESSIONAL CLIENTS ONLY Environmental, social and governance (ESG) investment policies 2016 1. Does your organisation have a policy regarding the integration of environmental, social and corporate

More information

Policy for Responsible Investments Adopted by the Board of Directors of the Management Company on 13 September 2018

Policy for Responsible Investments Adopted by the Board of Directors of the Management Company on 13 September 2018 Policy for Responsible Investments Adopted by the Board of Directors of the Management Company on 13 September 2018 The purpose of this policy is to set the direction of Handelsbanken Fonder s work on

More information

Responsible Investing Policy

Responsible Investing Policy Responsible Investing Policy Prepared September 2018 Version: 4.0 Issuing details: Prepared by: Suzanne Branton Chief Investment Officer Approved by: Board of Directors, CARE Super Pty Ltd Date of Approval:

More information

Responsible Investment Policy Framework

Responsible Investment Policy Framework Responsible Investment Policy Framework April 2016 CC&A/Corporate Citizenship Contents 1. Introduction 3 1.1 Objectives 3 1.2 Mandate 3 1.3 Scope 3 1.4 Foundation 4 1.5 Structure 4 2. Responsible Investment:

More information

Responsible Investment Position Statement.

Responsible Investment Position Statement. Responsible Investment Position Statement. October 2017 BT Financial Group ( BTFG ) provides wealth management services to Australians across superannuation, insurance, investments and advice. Our mission

More information

Stewardship at AAM. November Katy Grant, Senior Analyst - Responsible Investing Stewardship. Aberdeen Standard Investment

Stewardship at AAM. November Katy Grant, Senior Analyst - Responsible Investing Stewardship. Aberdeen Standard Investment Stewardship at AAM November 2017 Katy Grant, Senior Analyst - Responsible Investing Stewardship Aberdeen Standard Investment For professional investors only Not for public distribution 2 What is Stewardship

More information

PRI REPORTING FRAMEWORK 2019 Strategy and Governance. (Climate-related indicators only) November (0)

PRI REPORTING FRAMEWORK 2019 Strategy and Governance. (Climate-related indicators only) November (0) PRI REPORTING FRAMEWORK 2019 Strategy and Governance (Climate-related indicators only) November 2018 reporting@unpri.org +44 (0) 20 3714 3187 Understanding this document In addition to the detailed indicator

More information

ESG investing is not just about ethics, but risk management too November 2017

ESG investing is not just about ethics, but risk management too November 2017 PERSPECTIVES ESG investing is not just about ethics, but risk management too November 2017 Socially responsible investing (SRI) aims to generate returns for investors while taking the sustainability and

More information

Lazard ESG Integration: 2017 Second Half Report

Lazard ESG Integration: 2017 Second Half Report Lazard ESG Integration: 2017 Second Half Report At Lazard, we are committed to providing clients with innovative investment solutions and superior performance. ESG is a critical component of this investment

More information

RESPONSIBLE INVESTMENT IN PRACTICE

RESPONSIBLE INVESTMENT IN PRACTICE FOR PROFESSIONAL CLIENTS ONLY. NOT TO BE REPRODUCED WITHOUT PRIOR WRITTEN APPROVAL. PLEASE REFER TO ALL RISK DISCLOSURES AT THE BACK OF THIS DOCUMENT. RESPONSIBLE INVESTMENT IN PRACTICE THE GROWING IMPORTANCE

More information

Aegon N.V. Responsible Investment Policy 2017

Aegon N.V. Responsible Investment Policy 2017 Aegon N.V. Responsible Investment Policy 2017 The Hague, October 2017 1 Introduction Aegon N.V. (hereafter referred to as Aegon ), as a global insurance company, asset manager and investor, has a large

More information

BNP PARIBAS ASSET MANAGEMENT

BNP PARIBAS ASSET MANAGEMENT BNP PARIBAS ASSET MANAGEMENT Statement of Compliance with the UK Stewardship Code The Stewardship Code aims at improving the quality of engagement between investors and companies to enhance long-term returns

More information

Future World Fund Q&A

Future World Fund Q&A For Professional Investors and their Financial Advisers Only. Not to be distributed to or intended for use by Retail Clients. Index Fund launch Future World Fund Q&A Investing for the world you want to

More information

Stora Enso Green Bonds Q&A

Stora Enso Green Bonds Q&A 1/5 Stora Enso Green Bonds Q&A General questions What is a Green Bond? Green Bonds are any type of bond instrument where the proceeds will be exclusively applied to finance or re-finance, in part or in

More information

Putting the smart back into beta

Putting the smart back into beta Putting the smart back into beta By: Lloyd Raynor, CFA, Associate Director, Pension Solutions Group EXECUTIVE SUMMARY: The use of market capitalisation-weighted indices has been the cornerstone of portfolio

More information

The Morningstar Sustainable Investing Handbook

The Morningstar Sustainable Investing Handbook The Morningstar Sustainable Investing Handbook Dear Investor, I founded Morningstar in 1984 because I wanted to make high-quality investment information available to everyday investors to help inform their

More information

SUSTAINABLE INVESTING PHILOSOPHY

SUSTAINABLE INVESTING PHILOSOPHY SUSTAINABLE INVESTING PHILOSOPHY We believe appropriate management of environmental, social and corporate governance factors can create longterm shareholder value for Northern Trust as an investment management

More information

2017 UK SEPARATE ACCOUNTS ANNUAL REPORT ENVIRONMENTAL SOCIAL GOVERNANCE ESG ANNUAL REPORT UK SEPARATE ACCOUNTS i

2017 UK SEPARATE ACCOUNTS ANNUAL REPORT ENVIRONMENTAL SOCIAL GOVERNANCE ESG ANNUAL REPORT UK SEPARATE ACCOUNTS i 2017 UK SEPARATE ACCOUNTS ANNUAL REPORT ENVIRONMENTAL SOCIAL GOVERNANCE 2017 ESG ANNUAL REPORT UK SEPARATE ACCOUNTS i TABLE OF CONTENTS UK SEPARATE ACCOUNTS ESG ANNUAL REPORT 1. OUR BUSINESS... 1 2. ESG

More information

CHARITIES ETHICAL INVESTMENT FUND. Delivering performance Reflecting your values

CHARITIES ETHICAL INVESTMENT FUND. Delivering performance Reflecting your values CHARITIES ETHICAL INVESTMENT FUND Delivering performance Reflecting your values A diversified fund for long term investors, managed in line with your values. 3 INTRODUCTION TO THE FUND ASSET ALLOCATION

More information

PGGM Investments Long Horizon Investing in a public equity portfolio

PGGM Investments Long Horizon Investing in a public equity portfolio Rotman ICPM Discussion Forum June 2012 PGGM Investments Long Horizon Investing in a public equity portfolio Disclaimer - Important information This document has been solely prepared for informational purposes

More information

Investment principles Janus Henderson Global Sustainable Equity Fund

Investment principles Janus Henderson Global Sustainable Equity Fund Investment principles Janus Henderson Global Sustainable Equity Fund 2018 Important information: For promotional purposes. Please read all scheme documents before investing. Before entering into an investment

More information

An Overview of BCI s Approach to Responsible Investing Protecting the Long-Term Value of our Clients Funds

An Overview of BCI s Approach to Responsible Investing Protecting the Long-Term Value of our Clients Funds An Overview of BCI s Approach to Responsible Investing 2015 Protecting the Long-Term Value of our Clients Funds British Columbia Investment Management Corporation Table of Contents About BCI... 1 In a

More information

Responsible Ownership: 2016 Proxy and Engagement Report

Responsible Ownership: 2016 Proxy and Engagement Report June 2017 Responsible Ownership: 2016 Proxy and Engagement Report INTRODUCTION We at Russell Investments believe active ownership is not just an obligation it is part of the value creation process. Enhancing

More information

eastsussex.gov.uk Responsible Investment Policy

eastsussex.gov.uk Responsible Investment Policy eastsussex.gov.uk Responsible Investment Policy November 2018 Responsible Investment Policy Introduction and background Regulation 7(2) (e) The Local Government Pension Scheme (Management and Investment

More information

Responsible investment capabilities and client solutions

Responsible investment capabilities and client solutions OVERVIEW Responsible investment capabilities and client solutions INVESTED. TOGETHER. Executive summary Russell Investments recognizes the importance of Responsible Investment (RI) and Environmental, Social,

More information

UK Solar Investment. 8% return per annum. Defined exit strategy at the end of year 3 with option to extend. Pension Compatible.

UK Solar Investment. 8% return per annum. Defined exit strategy at the end of year 3 with option to extend. Pension Compatible. UK Solar Investment 8% return per annum. Defined exit strategy at the end of year 3 with option to extend. Pension Compatible. Sovereign backed income. All investments presently generating projected real

More information

RESPONSIBLE INVESTMENT POLICY

RESPONSIBLE INVESTMENT POLICY RESPONSIBLE INVESTMENT POLICY 2015 1 Royal London Asset Management (RLAM) prides itself in being a good steward of our clients assets. We routinely meet with management and company directors to question

More information

CORPORATE GOVERNANCE & RESPONSIBLE INVESTMENT

CORPORATE GOVERNANCE & RESPONSIBLE INVESTMENT 2015 ANNUAL REPORT CORPORATE GOVERNANCE & RESPONSIBLE INVESTMENT 2015 Corporate Governance & Responsible Investment Annual Report Contents Message from Daniel E. Chornous, CIO, RBC Global Asset Management...

More information

bcimc Responsible Investing Newsletter

bcimc Responsible Investing Newsletter Vol. 4 No. 1 MAY 2017 ENVIRONMENTAL SOCIAL GOVERNANCE bcimc Responsible Investing Newsletter TOPIC: WATER bcimc is a global investor that provides investment management services to British Columbia s public

More information

Invesco 2016 Investment Stewardship and Proxy Voting Annual Report Our commitment to responsible investing

Invesco 2016 Investment Stewardship and Proxy Voting Annual Report Our commitment to responsible investing Invesco 06 Investment Stewardship and Proxy Voting Annual Report Our commitment to responsible investing Invesco s commitment to sound investment stewardship Dear Investor, Invesco is committed to delivering

More information

PRI Reporting Framework Main definitions 2018

PRI Reporting Framework Main definitions 2018 PRI Reporting Framework Main definitions 2018 November 2017 reporting@unpri.org +44 (0) 20 3714 3187 Table of Contents Introduction 2 ESG issues 3 Active/ Passive investments 4 ESG incorporation 5 Active

More information

Seeking better outcomes.

Seeking better outcomes. RI summary report 2018 Seeking better outcomes. For investors, our communities and the planet. Nuveen believes that responsible investing principles can help provide enduring benefits for our clients and

More information

RESPONSIBLE INVESTMENT QUESTIONS FOR FUND MANAGERS A Guide for Foundations

RESPONSIBLE INVESTMENT QUESTIONS FOR FUND MANAGERS A Guide for Foundations RESPONSIBLE INVESTMENT QUESTIONS FOR FUND MANAGERS A Guide for Foundations Purpose of Guide The purpose of this Guide is to: 1) Orient foundations to preliminary questions they can raise with their current

More information

ÖKOWORLD ÖKOVISION CLASSIC THE TRADITIONAL SUSTAINABILITY FUND

ÖKOWORLD ÖKOVISION CLASSIC THE TRADITIONAL SUSTAINABILITY FUND ÖKOWORLD ÖKOVISION CLASSIC THE TRADITIONAL SUSTAINABILITY FUND S P R I N G 2 0 1 7 THE SIGNIFICANCE OF CLIMATE PROTECTION FOR THE ÖKOWORLD OR ÖKOWORLD S POSITION ON CLIMATE PROTECTION INVESTMENT STRATEGIES

More information

ESG AND RESPONSIBLE INVESTMENT PHILOSOPHY

ESG AND RESPONSIBLE INVESTMENT PHILOSOPHY ESG AND RESPONSIBLE INVESTMENT PHILOSOPHY February 2017 AMP CAPITAL ESG AND RESPONSIBLE INVESTMENT PHILOSOPHY 1 AMP Capital is one of Asia Pacific s largest investment managers. We have a single goal in

More information

Responsible & Sustainable Investment Statement

Responsible & Sustainable Investment Statement Responsible & Sustainable Investment Statement Nanuk Asset Management February 2018 Overview Nanuk is committed to investing sustainably and managing responsibly. Nanuk s commitment is inherent in the

More information

Environmental, Social and Governance Policy. A Responsive Data-Driven Approach to Responsible Investing

Environmental, Social and Governance Policy. A Responsive Data-Driven Approach to Responsible Investing Environmental, Social and Governance Policy A Responsive Data-Driven Approach to Responsible Investing ESG At QMA, our most abiding mission is to meet and exceed our clients long-term financial goals.

More information

Pursuing Climate Justice within Environmental, Social and Governance Investment Frameworks 1

Pursuing Climate Justice within Environmental, Social and Governance Investment Frameworks 1 Pursuing Climate Justice within Environmental, Social and Governance Investment Frameworks 1 Climate Justice works at the intersection of climate change, development and human rights to achieve a people

More information

Russell Investments: Fixed Income Trading

Russell Investments: Fixed Income Trading Russell Investments: Fixed Income Trading Jason Lenzo Director; Equity, Fixed Income & FX Trading Brandon Rasmussen - Head of Fixed Income Trading August 2017 EXECUTIVE SUMMARY Meeting our clients objectives

More information

The asset manager for a changing world

The asset manager for a changing world INVESTING FOR A SUSTAINABLE WORLD For professional and institutional investors only 2017 The asset manager for a changing world INVESTING for a sustainable world I 2017 I 2 OUR INVESTMENT PHILOSOPHY The

More information

+ 50% by In the short term: 50% increase in low carbon investments. + investment

+ 50% by In the short term: 50% increase in low carbon investments. + investment Responsible investment Our investment strategy to address climate change Table of contents Investing in light of a changing climate Summary Four principles A rigorous process A risk and opportunity analysis

More information

GREENHOUSE GAS EMISSIONS: RISKS AND CHALLENGES FOR PORTFOLIOS JANUARY 2016

GREENHOUSE GAS EMISSIONS: RISKS AND CHALLENGES FOR PORTFOLIOS JANUARY 2016 insightpaper GREENHOUSE GAS EMISSIONS: RISKS AND CHALLENGES FOR PORTFOLIOS JANUARY 2016 The Paris Climate Change Agreement highlights the commitment of countries to address climate change. It reinforces

More information

Russell Investments Unconstrained Bond Fund

Russell Investments Unconstrained Bond Fund Russell Investments Unconstrained Bond Fund Seeking positive returns in a low interest rate environment FOR PROFESSIONAL CLIENTS ONLY. FOR PROFESSIONAL CLIENTS ONLY Fund objective The Fund aims to achieve

More information

Responsible & Sustainable Investment Statement

Responsible & Sustainable Investment Statement Responsible & Sustainable Investment Statement Nanuk Asset Management June 2018 Overview Nanuk is committed to investing sustainably and managing responsibly. Nanuk s commitment is inherent in the firm

More information

UK Stewardship Code Statement

UK Stewardship Code Statement UK Stewardship Code Statement January 2018 BARINGS COMMITMENT At Barings, our firm-wide commitment is to deliver competitive risk-adjusted returns for our clients. We consider environmental, social and

More information

Responsible Property Investment

Responsible Property Investment Excellence. Responsibility. Innovation. Real Estate Responsible Property Investment Strategy and Policy March 2016 For institutional investors only Contents Responsible Property Investment Strategy and

More information

VANGUARD ESG ETFs FOR FINANCIAL ADVISORS ONLY. NOT FOR PUBLIC DISTRIBUTION.

VANGUARD ESG ETFs FOR FINANCIAL ADVISORS ONLY. NOT FOR PUBLIC DISTRIBUTION. VANGUARD ESG ETFs FOR FINANCIAL ADVISORS ONLY. NOT FOR PUBLIC DISTRIBUTION. Today more and more people are evaluating investments not only based on their financial goals but also based on their personal

More information

Climate Change Action by the National Investing Bodies. Delivering on our commitments

Climate Change Action by the National Investing Bodies. Delivering on our commitments Climate Change Action by the National Investing Bodies Delivering on our commitments NIBs Commitment Action Results The 2015 General Synod Resolution stated: The NIBs to engage robustly with companies

More information

Responsible investment policy

Responsible investment policy Responsible investment policy February 2018 For people, not profit Responsible investment Trustee policy statement Policy statement Responsible investment is first and foremost about being responsible

More information