Portfolio Managers and Analysts conduct their own research as part of their fundamental analysis of potential and existing investments.
Further, Hunter Hall has appointed Australian SRI/ESG research provider CAER (Corporate Analysis, Enhanced Responsibility) to conduct an annual audit of all investments that have been added to the portfolio and not previously been reviewed externally. This is to ensure that no potential issues have been overlooked by the investment team members in their fundamental analysis of investee companies.
The basis for the evaluation is Hunter Hall's ethical screening policy, and the outcome of the review is a report highlighting investments which may not be compliant with the ethical investment policy. The report is considered by the investment team in consultation with the SRI Analyst and follow-up analysis of possible non-compliant investments may be undertaken. Hunter Hall has final discretion on whether or not to divest non-compliant investments.
On occasion, Hunter Hall may choose to engage with an investee company, rather than divest, as a better way to effect change.
Through CAER 's network Hunter Hall has access to research from EIRIS on many of our international investments.