Our philosophy is Good Investment. So, what is Good Investment?

As an asset manager, our aim is to deliver superior, sustainable risk-adjusted returns to our clients in a way that aligns with their values and furthers their mission. We believe we have a duty to go beyond the boundaries of traditional investor engagement and work with the industry to address systemic risks that threaten communities, the environment and ultimately investment markets.

We achieve this through the following principles:

Act

We act as an agent for ‘change’ because investment markets can only ever be as healthy as the environment and communities that support them.

We do this by:

using our ownership rights to improve the sustainability of the assets in which we invest
bringing investors together to address systemic risks that have not had the attention that they require
seeking to be a catalyst for change in the investment industry.

By helping to accelerate progress in meeting the major sustainability challenges the world faces, we can limit risks before they negatively impact upon the performance of our clients’ assets and the function of society.

Assess

We assess environmental, social and governance (ESG) standards because we believe that a combination of legislation, regulation and changing societal preferences will impact negatively on the most unsustainable business models.

We avoid investing in companies that have uncompensated, unwanted, unwarranted and unmitigated ESG risks as evidenced by:

poor management and weak corporate governance
having an unacceptable social and environmental impact
not demonstrating a willingness to improve through investor engagement.

This helps us avoid investments that we anticipate will underperform and, as the market has a poor record of pricing these risks enable us to deliver superior long-term risk adjusted returns to our clients.

Align

We invest in a way that is aligned with our clients, as we are the guardians, not the owners, of the assets that we manage.

For this reason, we have a responsibility to:

ensure that our portfolios are aligned with our clients’ objectives, values and beliefs
report on of all our work
be transparent about everything we do on our clients’ behalf.

By investing in a way that is aligned with our clients we are better able to meet their objectives and offer more than a financial return.

This is what we call Good Investment.

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Our commitment

Our philosophy

Act

Learn more about how we Act

Assess

See how we Assess

Align

Examples of how we Align