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Morphic Asset Management

PRI reporting framework 2019

You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

Research and knowledge around responsible investment is growing fast. As our knowledge and experience grows, we make necessary changes, from high level policy to day-to-day research processes (where ESG is integrated into our stock selection), as frequently as required, with the relevant documentation reviewed and signed of quarterly or more frequently as required.

Per our RI Policy:

The Joint Chief Investment Officers are responsible for the implementation of Morphic Responsible Investing Policy & objectives. Everything is reviewed on a regular basis and amended to reflect developments in best practice and our commitments to PRI and industry peak bodies (such as RIAA). The Head of Research will be responsible for the annual review in the second quarter of each financial year.

SG 06. Main goals/objectives this year (Private)