You'll be re-directed to the Financial Professional site.
As active managers, we conduct research across factors that could materially impact the long-term value of a company or debt security. We believe identifying and monitoring financially material ESG considerations helps us assess the full picture of risks and opportunities of a particular investment.
More about our time-tested approach
Over our more than 90-year history, we have continuously enhanced our approach as markets globalized and deepened. We devote all our energy to helping our clients achieve their long-term investment goals.
The ESG considerations assessed as part of the research and investment process may vary across investment strategies, eligible investments and issuers, and not every ESG factor may be identified or evaluated for every investment. There is no guarantee that the evaluation of ESG characteristics will be additive to a fund or account’s performance. ESG is not a uniformly defined characteristic and information used to evaluate ESG characteristics may not be readily available, complete, or accurate, and may vary across providers and issuers. Because of the subjective nature of ESG integration, there can be no guarantee that ESG factors considered will reflect the beliefs or values of any particular client.
1 The PRI principles (formerly United Nations Principles for Responsible Investment (UNPRI) principles) are related to sustainable and responsible investing, and represent general principles which signatories integrate into their investment processes in different manners.
2 The Financial Reporting Council (FRC) sets the UK Corporate Governance and Stewardship Codes and UK standards for accounting and actuarial work; monitors and takes action to promote the quality of corporate reporting; and operates independence enforcement arrangements for accountants and actuaries. The UK Stewardship Code 2020 (the Code) sets high stewardship standards for asset owners and asset managers, and for service providers that support them. The FRC must approve an asset manager's Stewardship Report as being fair and appropriate in demonstrating how it has applied the Code's Principles for asset owners and asset managers in the previous 12 months before an asset manager can be a signatory to the 2020 Code. Signatories will have to annually update and submit their report to remain on the list.