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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.

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Date published
20 Oct 2022
David Sheasby Head of Stewardship, Sustainability and Impact
John Gilmore, CFA Portfolio Manager, Impact Equities/ Stewardship, Sustainability and Impact Specialist
Eoghan McGrath Investment Analyst, Stewardship, Sustainability and Impact

Welcome to Edition 8 of the STEWARDSHIP MATTERS magazine, our regular review of Martin Currie’s work in the stewardship and ESG space, and our insight into future trends.

This quarter, we have specifically focused on the important topic of Diversity and Inclusion (D&I), whether it be gender, cultural, generational, ethnic, socio-economic or any other diversity measure.

In this edition, we cover:

  • The increasing evidence of a positive link between greater corporate focus on D&I and financial performance;
  • The commitment Martin Currie has taken as a firm to becoming a truly diverse, inclusive, and equitable company, and the progress we are making towards our targets;
  • The current state of play when it comes to how companies and countries are tackling with improvements in D&I globally, and what good looks like;
  • Recent engagements undertaken by our investment teams where D&I and its impact on corporate culture and customers have been the key focus; and
  • The need for increased transparency across all diversity measures, and the role investors have in contributing to better outcomes in this space.

Read the full edition here

Supporting diverse talent in our industry is vital. Not only does a diverse workforce bring new ideas, perspectives and skills that help businesses thrive and be more resilient, it also helps our industry better reflect the investors, communities, and people we serve.

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.

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.

Please note the information within this report has been produced internally using unaudited data and has not been independently verified. Whilst every effort has been made to ensure its accuracy, no guarantee can be given.

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.

The analysis of Environmental, Social and Governance (ESG) factors forms an important part of the investment process and helps inform investment decisions. The strategy/ies do not necessarily target particular sustainability outcomes.