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Alphinity Investment Management Limited

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]

Alphinity has been a participant in all of the events conducted by the PRI in Sydney

Alphinity has also been involved in the engagements with three Australian companies in the current Oil and Gas environmental engagement, and for the only Australian company in the water security in agriculture engagement

          Responsible Investment Association of Australasia
        

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]

One of our experts is chair of the Human Rights Working Group of RIAA and we have also been involved in the Corporate Engagement Working Group


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

          Subscribe to MSCI's ESG, Carbon and Sustainability research products
Pay to support sell-side research provision, including for a bespoke mapping format for the SDGs
Sponsor and appear in RIAA events
        

Frequency of contribution

Description

          Presenting to RIAA conference on being part of the solution when it comes to the companies you invest in
        

Frequency of contribution

Description

          Various pieces
        

Frequency of contribution

Description

          Advocated PRI membership to peers at each opportunity
        

Frequency of contribution

Description

          Leading engagement on Oil and Gas for three Australian companies; and for the engagement on water security in agriculture for one Australian company
        

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]

Supported sell-side ESG analysts with commission allocation, event attendance and guided research efforts on SDG adoption

 


SG 11. Dialogue with public policy makers or standard setters

11.1. Indicate if your organisation - individually or in collaboration with others - conducted dialogue with public policy makers or regulators in support of responsible investment in the reporting year.

If yes

11.2. Select the methods you have used.

11.3. Where you have made written submissions (individually or collaboratively) to governments and regulatory authorities, indicate if these are publicly available.

provide URL
provide URL

11.4. Provide a brief description of the main topics your organisation has engaged with public policy-makers or regulators on.

Setting expectations around what companies should be providing investors such as: 

a) Policy – a stand-alone and/or integrated organisational-wide human rights policy, or policies, that reflects our commitment to respect and support human rights, outlining commitments and accountabilities, and issued by the CEO or Chair of the Board; b) Governance – human rights explicitly included in the entity’s governance structures and integrated into decision-making procedures; c) Culture – a culture that supports respect for human rights as core to business values and decisions and commits to meaningful consultation with potentially affected stakeholders; d) Due diligence – processes, as part of organisational operational risk management, that support the identification, assessment, prevention and mitigation of potential material adverse human rights impacts and risks, integrate due diligence findings and tracks effectiveness of due diligence responses; e) Grievance – accessible and safe grievance mechanisms and procedures to allow rights holders to report human rights concerns; f) Remediation - processes to enable the remediation of material adverse human rights impacts companies cause or to which they contribute; and g) Disclosure - a system for monitoring the effectiveness and publicly reporting on the entity’s progress on assessing, mitigating and responding to adverse human rights impacts associated with its operations, products and services and business relationships.

And committing to our own action: 

1. Governance – reference human rights frameworks and conventions in our investment policies and promulgate these throughout our management systems to operationalise these policies; 2. Integration – include human rights impacts and risks and opportunities in our ESG assessment and investment decision-making procedures; 3. Stewardship – build human rights risks and opportunities into our active owner and stewardship initiatives (i.e. engagement and voting); 4. Collaboration – share knowledge and participate in collaborative industry initiatives and across stakeholder groups to amplify our message and magnify our impact to this commitment; and 5. Transparency – publicly report on our progress and the effectiveness of our responses. 


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