the sustainable, responsible and ethical investment information hub
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:
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).
A video recording of the 60 minute presentation M&G climate fund manager Randeep Somel, CFA and I gave earlier this week is now available on the M&G Wealth Platform (previously Ascentric). My main task was to introduce the impact investment fund spectrum – the similarities and differences between funds that focus on generating positive impacts as […]
A similar version of the following text was first published in our March 2022 newsletter. FCA Disclosures and labels (DLAG) – my involvement with the FCA, on their Disclosures and Labelling Advisory Group is proving both interesting and tough. We have had many meetings and the level of engagement has been impressive – but […]
A big thank you to our friends at Investment Life and Pensions Moneyfacts for publishing – and putting on the front cover – my latest piece on sustainable investment. You can download a pdf of the text here: 16-17 Purpose, Positioning and Priorities The text – as submitted – is below. Sent to Investment […]