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Marathon Asset Management LLP

PRI reporting framework 2020

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]

          AIMA
        

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]


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

          Marathon actively promotes and encourages staff to educate themselves on responsible investment initiatives and ESG. Marathon has begun sponsoring staff to take the CFA UK Certificate in ESG Investing.
        

Frequency of contribution

Description

          The Global Investment Review (GIR), written by members of the investment team, is published eight times a year and offers unique insight into topical issues including ESG. It represents the most effective way for clients to understand Marathon’s investment approach.
        

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]

Marathon's investment team, compliance team and client managers periodically attend and participate in industry conferences to educate themselves and promote responsible investment activities.

 


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


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