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  • Responsible investment and stewardship

    We aspire to be a global leader in Responsible Investment (RI) and Stewardship. To achieve this we continually strive to create both a culture of long-term stewardship and, to improve our understanding of Environmental, Social and Governance (ESG) factors as sources of long term risk and return. We believe that excellence in RI, operating to the highest standards of professional ethics and our commitment to our stewardship principles delivers better long term investment outcomes for our clients. 

    Our RI strategy is based upon three strategic pillars of Quality, Stewardship and Engagement. This strategy is underpinned by a strong governance framework and is supported by our specialist RI team. Each year we publish a responsible investment and stewardship report which outlines our progress in these areas and profiles each of our investment team’s approaches to responsible investment. We also include over 30 case studies of responsible investment in practice.

    We believe it is important that we share with our clients and the industry our approach to RI and stewardship, in particular how we address the many and varied challenges we face in this area. While we recognise we can improve further, we hope it will lead to greater engagement with clients and other stakeholders and contribute to the industry’s efforts to improve standards of RI and Stewardship practice. 

    The report includes information on:

    Our approach

    Our progress against our strategy

    Investment team profiles 

    Investment characteristics and performance, including improved climate risk disclosure

    Case studies including videos

    To view our interactive 2016 Responsible investment and stewardship report click here

    To download our past reporting or to see our responsible investment policies click here

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  • More insights

    First Insights January 2017 edition

    Article  | 30 January 2017

    As is the case each January, in this edition of First Insights, we discuss the key themes and risks for the year ahead. 2017 looks set to be dominated by President Trump and his plans for significant fiscal policy easing in the US.

    Never say never again

    Article  | 13 December 2016

    For several decades the world has looked to the US for stability and order. Following the ‘surprise’ election result that had the prevailing politicians and pollsters aghast at hearing the words, ‘President-elect Trump’, gives a sense that the stability we have come to expect from the US can no longer be assured.

    How investors react to volatility and uncertainty

    Article  | 12 December 2016

    Over the first half of 2016, market volatility and political uncertainty has driven cautious behaviour from investors

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    • Wealth Management Communications Contact

      Media Enquiries – CFSGAM
      Zoe Viellaris, Executive Manager Wealth Management Communications

      +61 2 9280 7598