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Martin Currie recognised as a responsible investment leader

Date published
21 Sep 2022

Martin Currie is excited to be recognised for a third consecutive year as a “Responsible Investment Leader” in the Responsible Investment Association Australasia (RIAA) annual Responsible Investment Benchmark Report.

The Benchmark Report is the most comprehensive review of the responsible investment sector in Australia, and this is the 21st annual report prepared by RIAA. The report details industry data on the size, growth, depth, and performance of the Australian responsible investment market, and compares these results with the broader Australian financial market.

The 2022 report shows that the number of Australian assets managed using a rigorous, leading approach to responsible investment has hit a record value of A$1.5 trillion, now accounting for 43% of the total market of A$3.6 trillion.

Martin Currie is among the 74 investment managers awarded Responsible Investment Leader status, out of the universe of 140 investment managers who self-declared as practicing responsible investment. Responsible Investment Leaders are those that achieved a score of ≥75% (at least 15 out of 20) on RIAA’s Responsible Investment Scorecard.

According to RIAA, Responsible Investment Leaders demonstrate strong governance by publishing responsible investing policies and processes and inviting stakeholders to hold them to account for their performance against targets which they set and report against. A key aspect of this strong governance is transparency, and Responsible Investment Leaders are expected to fully disclose holdings across all portfolios they manage on behalf of their clients.

The findings of RIAA’s research evidence further maturation and growth of Australia’s responsible investment sector, reflecting the determination by investors (such as Martin Currie) to understand what they must do to thrive and position themselves as leaders in a new era of responsible investment.

Reece Birtles, Chief Investment Officer for Martin Currie Australia, said, “Achieving Responsible Investment Leader status is testament to the efforts of the Australian and Global investment teams in Investing to Improve Lives.”

Read the full report here

Regulatory information and risk warnings

This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’), authorised and regulated by the Financial Conduct Authority. It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.

The information contained in this document has been compiled with considerable care to ensure its accuracy. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Martin Currie has procured any research or analysis contained in this document for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.

The document does not form the basis of, nor should it be relied upon in connection with, any subsequent contract or agreement. It does not constitute, and may not be used for the purpose of, an offer or invitation to subscribe for or otherwise acquire shares in any of the products mentioned.

Past performance is not a guide to future returns.

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The views expressed are opinions of the portfolio managers as of the date of this document and are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.

The information provided should not be considered a recommendation to purchase or sell any particular strategy / fund / security. It should not be assumed that any of the security transactions discussed here were or will prove to be profitable.