Responsible Investing

ESG Investing is an investment approach that incorporates analysis of environmental, social and governance issues.

Principles for Responsible Investment

All our Specialist Investment Managers are signatories to the United Nations-supported Principles for Responsible Investment (PRI). PRI is recognized as the leading global network for investors committed to incorporating ESG considerations into their investment philosophies. Signatories agree to contribute to the development of a more sustainable global financial system.

ESG Approach by Specialist Investment Manager

Offering investors ESG solutions across many asset classes and investment vehicles through our Specialist Investment Managers.

Brandywine Global
  • Integration of ESG considerations across fixed income and equity research analysis to inform investment decision making.
  • Over 25-year track record of managing customized portfolios for clients with specific ESG and socially responsible investing requirements.
  • Signatory to the UN PRI and its Statement on ESG in Credit Ratings, with representation on the advisory council supporting this initiative; public supporter of the TCFD.
Clarion Partners
  • ESG and CSR criteria are incorporated into the acquisition process and due diligence guidelines.
  • Utilizes green building certification systems and energy rating programs throughout the entire lifecycle of investments.
  • For the past three years, continually reduced energy consumption, water consumption and greenhouse gas emissions across strategies reporting to the Global Real Estate Sustainability Benchmark (GRESB) and earned the Green Star Designation.
  • Recognized by PRI with scores of A or A+ in the Strategy & Governance and Property modules for four consecutive years.
  • Focus on tenant health and wellbeing with participation in the Fitwel Champion network and International WELL Building Institute (IWBI) membership.
  • Formally adopted six of the UN’s Sustainable Development Goals (SDGs).
ClearBridge Investments
  • More than 30 years of experience in ESG integration, active company engagement and shareholder advocacy.
  • Integrates ESG analysis into fundamental research and portfolio construction firm-wide and uses engagements with companies and proxy voting to drive positive change.
  • A PRI signatory since 2008, consistently achieving the highest scores (top quartile) for our practices from the UN-supported Principles for Responsible Investing.
  • Actively involved in leading ESG organizations, including the CDP, Ceres, the Forum for Sustainable and Responsible Investment, the Global Impact Investing Network, the Interfaith Center on Corporate Responsibility, the Investor Network on Climate Risk and the UN Principles for Responsible Investment.
Martin Currie
  • ESG analysis fully integrated and implemented directly by the portfolio managers, with oversight from our Head of Stewardship and ESG – an industry-leading expert.
  • Focus on factors that are material to long term value creation.
  • Engagement on material ESG issues a key element of our approach to active ownership.
  • Analysis and engagement inform Martin Currie’s approach to proxy voting.
  • Signatory to Principles for Responsible Investment (PRI) since 2009.
  • Awarded an A+ rating from the PRI in all three of its top-level categories - top decile of investment managers for active ownership.
  • Winner of the prestigious ICGN Global Stewardship Disclosure Award 2019 (Asset Managers< $60bn AuM).
QS Investors
  • Incorporates fundamental research into its global ESG strategy, aggregating data from multiple third-party vendors.
  • Offers clients the possibility of investing in portfolios with social responsibility investment restrictions.
Royce & Associates
  • Incorporates material ESG risk factors into the research process.
  • ESG integration is used to improve risk management, enhance returns and improve corporate sustainability.
  • Governance is fundamental when evaluating companies as it sets the framework for accountability and decision making and is integral to corporate culture.
  • A senior research analyst dedicated to ESG analysis is embedded in the investment team.
  • Royce’s Chief Risk Officer also provides oversight on the consideration of ESG-related risk factors for each portfolio as part of the investment risk management program.
Western Asset Management
  • Has managed customized socially responsible portfolios for global clients since 1986.
  • Recognizes that ESG factors have a material impact on creditworthiness and investment returns.
  • Independently assesses ESG factors at the issuer and sector levels using a forward-looking perspective.
  • Member of PRI Sub-Sovereign Debt Advisory Committee, PRI Sovereign Working Group, and PRI Sustainable Development Goals (SDG) Advisory Committee.
  • Supporter of Task Force on Climate-Related Financial Disclosures (TCFD) and Transition Pathway Initiative (TPI).