‘Responsible Ownership’ filter

The Responsible Ownership filter list options relating to who is involved in running the ESG / SRI  activity within (or on behalf of) a fund management company – and the resources they employ.  (The ‘who?)’

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 fund specific.  As such they may apply to both individual funds with SRI remits (as listed here) and/or ‘across the board’ –  perhaps covering all of the assets they manage.

The ‘Responsible Ownership’ SRI Styles expands on this ‘company wide activity’ – supplementing fund specific information.  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) what we recognise as welcome, forward looking and constructive additional strategies that some fund managers chose to undertake.

Please note – we have not surveyed all fund managers for ‘Responsible Ownership’ information – fund managers listed in the Responsible Ownership SRI Style are listed ‘by invitation only’.  (Corporate Activity/Responsible Ownership information is, however, listed for all individual funds listed on Fund EcoMarket)