investment in practice
14 August 2017
There is growing recognition that responsible investment (RI) – incorporating environmental, social and governance (ESG) factors when making investment decisions and exercising stewardship (using ownership rights to promote the long term success of investments) – can lead to better financial outcomes. However, there are still practical questions around how to do this in a sensible way.
We have been chatting with fund managers across a range of asset classes to gain insights into their approaches to ESG and stewardship. Take a look below:
- RI in index-tracking equity funds
- RI in DGFs
- RI in global bond funds
- RI in property portfolios
- RI in emerging markets
- RI in listed infrastructure funds
- RI in UK equity funds
- RI in an RI-focused global equity funds
RI in index-tracking equity funds
Meryam Omi of Legal & General
We need to see an ESG approach as a way to increase market efficiency, rather than ethics or personal values.
RI in a diversified growth fund
Franziska Jahn-Madell of Ruffer LLP
We believe that ESG factors are often a signal of management quality, particularly over the long term.
RI in global bond funds
Alex Struc of PIMCO
We have incorporated ESG factors in the management of fixed income and other portfolios for decades.
RI in property portfolios
John Gellatly and Renos Booth of Aviva Investors
We encourage proactive management of ESG risk and opportunities via our managing agents, other funds we invest in and directly.
Holger Siebrecht and Neil Tipton of Capital Group
A sustainable approach to investing is an intrinsic part of our DNA when considering both equity and debt investment opportunities.
Rebecca Sherlock of First State Investments
We use proprietary research, with ESG fundamentally embedded, and a rigorous investment process to construct high conviction portfolios.
Luke Chappell of BlackRock
We are obviously focused on delivering performance for our clients, but we also understand that we are a fiduciary to our clients.
Jamie Jenkins of BMO Global Asset Management
Our approach is centred on sustainable companies that are proactively and effectively managing their ESG opportunities and risks.
The views and opinions expressed in these blogs and videos are the current views of the authors or speakers only. Lane Clark & Peacock LLP (“LCP”) does not endorse or recommend any particular products and does not warrant the completeness or accuracy of these views. They do not necessarily reflect the opinion of LCP. In no event will LCP, or its partners, employees or agents, be liable to you or anyone else for any decision made or action taken, in reliance on the information in these blogs or videos.