‘Responsible Ownership’ filter

The ‘Responsible Ownership’ filter field list ways in which fund management companies might operate behind the scenes.  This including information on their in house resources (eg ‘who’ does what), their affiliations to key investor coalitions, their memberships of groups that aim to help drive progress and their voting activity.

This is a fast moving area and fund managers are increasingly active in this area, but they do so in many different ways.

We split this ‘company wide’ variation into four broad groups:

• Resources
• Stewardship and Responsible Ownership
• Affiliations and Collaborations
• Other Company features

Please keep in mind that these options are company wide – not not individual fund specific.  As such they may apply to both individual funds with sustainable investment or ESG / SRI remits (as listed here) and other options they manage (perhaps all of the assets they manage).

The ‘Responsible Ownership’ SRI Styles entries on Fund EcoMarket expands on this with additional asset management ‘company wide activity’.  The purpose of displaying this additional information is to supply information on useful points of differentiation that may help you to select between fund managers.  We also hope it will highlight (and therefore help to support) good practices and useful activity undertaken by some fund managers (by invitation).