Responsible investing defined


Responsible investing is any strategy that considers factors beyond traditional fundamental and valuation metrics in assessing risk, return and impact. While responsible investing is an increasingly complex area to navigate, we see this complexity as both a challenge and an opportunity to develop responsible investing strategies that will align with the values and visions of our clients.

Your voice is heard

In 2020, on behalf of our clients, we collectively submitted a proxy vote at an annual general meeting (AGM) to support environmental, social and governance (ESG) objectives in relation to UN Principles for Responsible Investment (PRI) in Free, Prior and Informed Consent (FPIC). The vote was submitted in collaboration with several entities over controversial resource projects on sacred ancestral homelands.  Through active and direct ownership, we were able to draw attention to and help influence the future policy of resource companies as one of the key stakeholders.