For nearly 90 years, our mission has been to improve people's lives through successful investing. We believe that considering ESG factors can lead to better long-term results for investors.

Past results are not a guarantee of future results.  

Research frameworks

Analysts identify issues that are material to each sector.

We look beyond third-party data and spend thousands of hours on our own research. With an average 15 years of experience, our analysts understand the challenges of each industry they cover. They know the right questions to ask. Our sector-specific research frameworks focus on the most important ESG issues when evaluating a potential investment.

Monitoring process

We screen all investments for key ESG considerations.

We use industry-leading third-party information, but that's just the start. To decide which investments raise potential ESG issues, we apply widely accepted third-party standards and then expand with our own deep research.

The breadth and depth of our on-the-ground research coverage mean we don't always agree with conventional ratings.

Our monitoring process has four steps.

STEP 1

ESG data aggregation

One database combines our own ESG research and third-party ratings.

STEP 2

Risk identification and flagging

Our system flags key ESG issues based on our sector-specific research frameworks, as well as third-party data and standards.

STEP 3

Evaluation and documentation

Flagged holdings require enhanced research and review. Insights and engagement are recorded.

STEP 4

Escalation and review

Analysts decide if the investment meets our standards or requires further action.

Active engagement

We believe engaging with companies and issuers can have a greater effect on the world than excluding them.

Our long-standing relationships with companies often enable us to influence their policies, which gives us an opportunity to positively shape and lead industry standards. We've seen engagement work and believe it's more effective than simply choosing not to invest. As a large active asset manager, we can adjust our investment decisions based on our findings.

We engage with companies to seek better long-term outcomes

14,000+
annual meetings

can provide powerful leverage with company management

For calender year 2019

1,800+
shareholder meetings

keep us actively engaged and influential on behalf of our investors.

For fiscal year 2020

19
GAP specialists

dedicated to Governance and Proxy (GAP) issues. In 2019, our GAP specialists had ESG engagements with approximately 20% of the companies in which we hold shares.

Data Source Capital Group, as at 30 June 2020