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Morphic Asset Management

PRI reporting framework 2019

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We interact with our local representative (Matthew McAdam) when possible (he is located in Melbourne and not Sydney where we are based). As a small company, budgetary constraints have led to us prioritising our involvement in the local relevant RI body RIAA. We would love to attend PRI in Person but the financial commitment is too great currently relative to local activiites (marketing and RI promotion).

          RIAA
        

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are an active member of RIAA and a contributor on many levels. Morphic's Head of Research James Tayler is a member of the RIAA Human Rights Working Group. We have contributed to the recent review of the product certification process. We actively feedback on the behaviour of our peers when we believe this contradicts their commitment to product certification. We are a vocal advocate for the RI movement in Australia across various communication channels (internally in RIAA, media (print and broadcast), within other non-RI industry bodies (e.g. AIMA) and socially).

          Climate Action 100+
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

As support investor, ongoing engagement work with two of the Australian companies within the ClimateAction100+ universe. Actively contributing analysis and engagement experience to the collaborative effort.

Actively contributing to the general Climate Action 100+ effort via regular contribution to the local progress meetings.

          Australian Shareholders' Association
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Promotion of Responsible Investing through an article for their regular reporting materals, and as a speaker for one of their events. Head of Research James Tayler presented "Can CSR enhance shareholders returns?" to a audience in Sydney.


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          We were asked to present to the Sydney branch of the Australian Shareholders Association on the subject of "what is corporate social responsibility?". Tying in CSR from a corporate perspective to what we look for in corporate's from an ESG perspective, we used this opportunity to introduce and explain in detail the concept of Responsible Investment. Essentially our point was even if you do not share the values of RI, you should be aware of what it means as an ever greater weight of money will be invested in this way going forward thus impacting your investments.
We present regularly to our clients by way of roadshows around various cities in Australia. In total we will be addressing >100 individuals and will always present on an RI topic. We also arrange relevant experts to present on these occasions and these have included two RIAA employees including CEO Simon O'Connor.
        

Frequency of contribution

Description

          The aforementioned educational presentation highlighted the requirement for and our commitment to a high level of transparency. We actively advocate for this in a number of ways. By contributing to the ongoing RIAA product certification consultation, and, by calling out poor behaviour by some of our peers, most often in private to RIAA but occasionally in our more educational presentations from the perspective of what investors in RI products should expect from their RI product providers.
        

Frequency of contribution

Description

          Per above comments - by speaking at relevant RI-related events such as RIAA Annual conferences, presenting educational content on RI to members of the Australian Shareholders Association.
        

Frequency of contribution

Description

          Regular publishing of longer thought-pieces on RI, published via blogs or within quarterly and annual fund reporting documentation.
        

Frequency of contribution

Description

          Ad hoc via general networking with fund management peers in Sydney..
        

Frequency of contribution

Description

          26 pieces of content on RI generally and specific themes have been written and shared over the reporting period. Team members appear regularly on free-to-air TV channel yourmoney.com (formerly Sky Business News) promoting RI and contributing to panel discussions on relevant RI issues.
        

Frequency of contribution

specify description

          Active contribution to RIAA on many levels.
        

Description

          Specifically, Head of Research, James Tayler, is an active member of RIAA Human Rights Working Group
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

We have the desire to contribute even more than the above, however, we are resource constrained in terms of the available time we have alongside our other responsibilities.


SG 11. Dialogue with public policy makers or standard setters (Private)


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