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Alphinity Investment Management Limited

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (B) Implementation: Thematic

B) 実施:テーマ

LEI 07. Types of sustainability thematic funds/mandates

07.1. 組織が運用している、サステナビリティをテーマとするファンドやマンデートの種類を記載してください。

07.2. 組織でのサステナビリティをテーマとしたファンドのプロセスについて説明してください。 [任意]

We manage unconstrained equity mandates and Sustainable Share mandates. The client determines which strategy best suits its needs

Alphinity is committed to Responsible Investing across all its activities but Sustainable Investing goes several steps further.

We are committed to supporting those companies we believe do good and avoiding those we believe don’t. By "good" we mean those that help to advance, in a net way, one or more of the Sustainable Development Goals. We seek companies which, along with offering attractive financial returns, rank well on ESG metrics and/or have the capacity to make a positive impact on society in areas of economic, environmental and social development by contributing towards the advancement of the UN SDG agenda, as that agenda evolves.

We avoid companies that are involved in activities we consider harmful to society and are inconsistent with the achievement of the Goals, and/or display poor practices in their management of ESG issues.

Using Alphinity’s investment philosophy and process, we combine Fundamental and Quantitative research to assess stocks to ensure that they are quality, undervalued companies in or about to enter an earnings upgrade cycle.

The result is a balanced portfolio of 35-55 companies with attractive investment fundamentals and prospects. We do not identify with any particular investment ‘style’ as our approach has proven successful through a number of different market cycles, although our process will typically have a slight bias towards growth.

The Alphinity Sustainable Share Fund has a Compliance Committee which meets at least monthly and includes the Portfolio Managers and two high;y-qualified independent sustainability experts. The Committee’s role is to rigorously review the investable universe to ensure compliance with the Charter; adjudicate on “grey areas”; refine the Fund’s Charter and filters as the SDGs evolve; help identify areas of company engagement; and review the external service providers used.


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