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Munro Partners

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]

Munro became a signatory to UNPRI in January 2020.

In 2019 we requested access to the UNPRI reporting tool and completed a trial report.  We have met up with UNPRI's relationship mananger (Sheela Veerappan) and had an opportunity to discuss and gain better understanding on the submitted questionnaire.  We did this to gain a good understanding of the process, where we needed to make improvements and how we compared to similar sized organisations.

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.


          In March 2020 we presented at a professional development seminar for financial planners in Melbourne about the importance of climate change in portfolios and some of the investment opportunities it presented.

Frequency of contribution


          We have subscribed to Sustainalytics since Q3 2019 and have used it's research and reporting tool to consider how the research could be integrated into our investment process.
In January 2020, we became a signatory to UNPRI.

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]

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