Incorporating responsible investment at the analyst/PM level rather than leaving it to a "specialist" ESG analyst is a key factor in Alphinity's RI efforts. This ensures it is incorporated in decision making at all levels rather than trying to convince analysts/PMs of the importance of an issue after the fact
Our Sustainable Share Fund, which endeavours to use the UN Sustainable Development Goals as a framework for directing stock investments from a positive point of view, is an important innovation for the Australian market. We know of no other domestic equity fund doing this. Our SDG efforts are hampered by the early stage at which SDG research by external providers has reached but this is improving.
To assist our efforts we have engaged two highly credible industry external experts to assist with adjudicating areas which have inadequate external research and to ensure that the Fund remains true-to-label and able to make credible claims about the way it addresses the SDGs.