Defining and measuring how investment managers integrate responsible investment (RI) practices into their investment methodologies is complex. Many factors influence this assessment and individual managers place varying degrees of importance on each factor.
While it’s vital for managers to be able to measure and demonstrate the role of RI in their investment strategies, we believe it’s equally important that investors can accurately identify which strategies meet with their needs and align with their investment beliefs. Our robust fund classification system helps advisers and their clients understand the integration of a manager’s responsible investment themes into their processes, and the associated impacts on the final portfolio outcome.
Our RI classification:
More detailed information about our RI framework is available here. If you’re a fund manager looking for more information about the RI rationale and process, this material will assist.
Our responsible investment framework is governed by our Responsible Investment Policy which is available to view.
For more detailed information about our RI review process, classifications and implementation of the framework, please contact us via: RI@zenithpartners.com.au