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Alphinity Investment Management Limited

PRI reporting framework 2020

You are in Strategy and Governance » Innovation


SG 18. Innovative features of approach to RI

18.1. 責任投資へのアプローチの特徴が特に革新的であるかどうかについて説明してください。

18.2. 特に革新的だと思う責任投資へのアプローチの特徴について説明してください。

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.