Focus on a Sustainable Future
Through our actions as investors, we can drive positive change for the world around us.
Martin Currie has been a leader in all aspects of stewardship and sustainability since 2009, when we became an early signatory to the UN-supported Principles for Responsible Investment (PRI). We have been consistently rated A+ (the top grade) by the PRI across all three pillars until 2020 and in 2021 were awarded two 5-star ratings and one 4-star rating which reflects the new and revised reporting framework. We were also one of the first asset managers to sign up to the ambitious new UK Stewardship Code.
To us, ESG impacts and sustainable financial returns are fundamentally intertwined. Stewardship is a critical element of our philosophy and is at the heart of all of our investment strategies.
Our teams have a clear focus on sustainable outcomes. To achieve the greatest impact, ESG analysis, engagement and voting should, in our view, be conducted by those making investment decisions rather than being outsourced.
Investing to Improve lives - Through Active Ownership
We believe the best way of Investing to Improve Lives is to embed key aspects of Stewardship and ESG analysis into our investment analysis and decision making, guiding our actions as investment owners.
Our Investing to Improve Lives brochure series showcases how through our actions as investors, we can enable positive change for the many stakeholders in the world around us while delivering positive financial outcome for our clients.
Our Stewardship Approach
Supported by our dedicated Stewardship, Sustainability and Impact team, our investment teams are best positioned to take a fully informed view of the ESG risks, opportunities and impacts that companies face or create. Today, we are leading the transformation to a sustainable future in three key ways:
How we invest:
Identifying companies that are innovating, developing and providing solutions to sustainability challenges.
How we influence:
Influencing the companies that we invest in on behalf of clients, both directly and through collaborative initiatives, to embed sustainable business practices and drive positive change.
How we run our own business:
Making a commitment to hold ourselves to the same exacting sustainability standards.
2023 Stewardship Annual Report
In an environment where the term, ‘ESG’, has become politicised, we ask whether it is time to focus on stewardship, sustainability and impact to undertake better investment analysis, support our clients’ interests and contribute to solving real world challenges.
Stewardship Matters – Edition 9: Achieving positive change
Investors are increasingly seeking positive governance and sustainability impacts alongside financial returns, and engagement can help ensure companies operate with better practices.
Stewardship Matters – Edition 8: The power of Diversity and Inclusion in Investing
There is increasing evidence of a positive link between greater corporate focus on Diversity and Inclusion (D&I) and financial performance.
Stewardship Matters – Edition 7: The path to Net Zero
On the anniversary of becoming a NZAMI signatory, our latest edition of STEWARDSHIP MATTERS discusses how we are formalising our commitments, partnering with our clients, educating our teams, and building tools and structure around carbon measurement.
Five ways we seek out Sustainable Opportunities with Financial Returns
Celebrating the strategy’s three-year anniversary in May, we’ve delved into the five key factors and considerations that have underpinned the sustainability and financial credentials of our MCA Sustainable Equity portfolio since its launch.
- Date published
- 12 Jun 2023
- Australia Sustainable Equity
Moving Beyond ESG- Reaching for a more sustainable future
Over the last decade, stewardship and sustainability have evolved rapidly, driven by a mixture of growing investor demand, increased sophistication to manage risk, improved reporting and enhanced regulation.
- Date published
- 1 Jun 2023
- Stewardship & ESG
Moving Beyond ESG- Stewardship, Sustainability & Impact
Our view is that the term ‘ESG’ is not fit for purpose. As such we have organized ourselves now with a focus on what we think should replace it.
- Date published
- 25 May 2023
- Stewardship & ESG
Stewardship Documents Library
Please see below for downloadable versions of Stewardship Annual Report and our regular publication, Stewardship Matters.
In an environment where the term, ‘ESG’, has become politicised, we ask whether it is time to focus on stewardship, sustainability and impact...
The pace of change in regulatory reporting of Stewardship & ESG has never been faster or more broad-based.
We can help create long-term sustainable value for our clients by using one of our most powerful tools – engagement.
Our regular update of Martin Currie’s work in the stewardship and ESG space and our insights into future ESG trends.
EDITION 9 discusses how positive governance and sustainability impacts can help ensure companies operate with better practices.
Please see below for downloadable versions of our Stewardship regulatory documents and policies.
Voting records are for clients who have delegated voting authority to Martin Currie and are disclosed where the vote instruction is consistent across all such clients. Individual voting records are available to clients on request.
Voting records are for clients who have delegated voting authority to Martin Currie Australia and are disclosed where the vote instruction is consistent across all such clients. Individual voting records are available to clients on request.
Please see below for downloadable versions of our Stewardship policies.
The PRI Reporting Framework is a key step in the journey towards building a common language and industry standard for reporting responsible investment (RI) activities. This RI Transparency Report is one of the key outputs of this Framework. Its primary objective is to enable signatory transparency on RI activities and facilitate dialogue between investors and their clients, beneficiaries and other stakeholders.
These documents outline how we apply the seven principles of the FRC UK Stewardship Code, the Korea Stewardship Code and the Japanese Stewardship Code (‘The Code’).
Please see below for downloadable versions of our UK domiciled and Dublin domiciled Shareholders' Rights Directive II (SRDII) Reports.
Please find the following Shareholder Rights Directive reports for our UK funds.
Under the European Union directive, please find the following Shareholder Rights Directive reports for our European funds.