Martin Currie is excited to be recognised for a second consecutive year as a “Responsible Investment Leader” in the Responsible Investment Association Australasia (RIAA)’s annual Responsible Investment Benchmark Report.
The RIAA Benchmark Report is the most comprehensive review of the responsible investment sector in Australia. The 2021 report, the 20th such report, reviewed the investment practices of 198 financial institutions. The report details the size, growth, depth and performance of the Australian responsible investment market from 1 January 2020 to 31 December 2020 and compares these results with the broader Australian financial market.
The 2021 report shows that just one quarter of investment managers are practising a leading approach to responsible investment. This highlights a continuing gap between investment managers that claim to be practising responsible investing, and those, like Martin Currie, that can demonstrate they are.
According to the RIAA, Responsible Investment Leaders demonstrate strong collaborative stewardship and consider ESG factors explicitly and systematically in the valuation of assets, construction of portfolios and allocation of capital. They are decidedly transparent, reporting publicly not just on their activities to improve environmental and social sustainability, but also the outcomes they achieve.
Reece Birtles, Chief Investment Officer for Martin Currie Australia, said
“This recognition by the RIAA for a second consecutive year, reflects how our corporate purpose, Investing to Improve Lives, drives us to be leaders in Stewardship and ESG.
By fully integrating this mindset into our investment process, and with engagement at the heart of each stage, we can use this leadership to influence positive change in the world around us, and deliver more sustainable outcomes for our clients.”
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.
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 analysis of Environmental, Social and Governance (ESG) factors forms an important part of the investment process and helps inform investment decisions. The strategies do not necessarily target particular sustainability outcomes.
Past performance is not a guide to future returns.