Investing responsibly

"Investing responsibly essentially means managing risk with a long term horizon. We believe this delivers better investment outcomes, as well as benefiting the planet and its people" - John Berry, CEO of Pathfinder

Here's some key Responsible investment strategies

Exclusions
Sustainable theme
NORMS Based
ENGAGEMENT
Controversy rating
ESG Integration
Impact investing

Socially Responsible
Investment Policy

Exclusions Policy

More on ESG

Assessing Portfolio Carbon Risk

Over the last 400,000 years, atmospheric carbon dioxide levels have fluctuated between 200 part per million (PPM) In the Ice ages, and 280ppm in the warmer periods between Ice ages. Since the Industrial Revolution, CO2 levels have risen steadily - surpassing 400ppm in 2013, and the average for May 2019 reaching 414.7ppm

Read more about this very important issue here

"Responsible investing incorporates environmental, social and governance (ESG) factors into investment decisions to better manage risk and generate sustainable, long-term returns. We regard ESG as a better way of investing". - Paul Brownsey, CIO of Pathfinder

Environmental

Climate Change

Deforestation

Resource Sustainability

Water Stress

Renewable Energy

Social

Labour and Working Conditions

Health and Safety

Supply Chain Transparency

Consumer Protection

Privacy and Data Security

Governance

Bribery and Corruption

Shareholder Protections 

Board Diversity and Structure

Tax Strategy

Business Ethics

Do Good and do Well? 

Avoid Poor Governance

Well-governed companies should make better decisions, assess risk, and manage resources more efficiently

Good Social Outcomes

Companies that rank highly in social outcomes should perform better. Staff will be more engaged, more productive and are less likely to leave

Invest in the Environment

Companies with strong environmental practices will have fewer litigation and compliance costs, more efficient use of resources, and contribute positively to their brand perception

The Facts

“80% of the reviewed studies demonstrated that prudent sustainability practices have a positive influence
on investment performance” - Oxford University

Who considers ESG when investing?

CFA Institute

2 of our Funds (Global Responsibility and Global Water Funds) have been designated Certified Responsible Investments by the RIAA (Responsible Investment Association Australasia). See www.responsibleinvestment.org for more details

*The Certification Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations. The Symbol also signifies that the Pathfinder Global Responsibility and Global Water Fund adheres to the strict operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product Provider. The Certification Symbol is a Registered Trade Mark of the Responsible Investment Association Australasia (RIAA). Detailed information about RIAA, the Symbol and the Pathfinder Global Responsibility and Global Water Fund’s methodology, performance and stock holdings can be found at www.responsiblereturns.com.au, together with details about other responsible investment products certified by RIAA.1

1. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.

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GENERAL INFORMATION ONLY

This information is general information only and does not take account of your individual investment objectives or financial situation.
Pathfinder Asset Management encourages all investors to seek independent financial advice prior to making investment decisions.