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Acadian Asset Management

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

Acadian's investment process is quantitative, built on the philosophy that market inefficiences exist because of behavioral errors.  We seek to exploit resulting market mispricings by identifying mispriced securities, in a systematic way, on the basis of underlying corporate fundamentals.  As we develop a fundamental view of a company, we evaluate a variety of signals, including both traditional investment factors and non-financial, ESG signals that provide a more holistic view.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

Acadian incorporates ESG investing in all parts of our investment process, through ESG factors in our bottom-up and top-down forecasting frameworks, client-mandated portfolio exclusions, and/or proxy voting direction, if desired by a client.

Responsible Investing factors are implemented in our alpha model and hence impact all portfolios. Acadian also has the capability of tilting portfolios toward a given carbon intensity target and therefore we can provide clients with a low carbon portfolio offering. Screening / exclusions, for example, do not apply to all AUM but to 41% of our total AUM as of Feb 29, 2020.

01.6. Additional information [Optional].

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

 

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Additional information [Optional].

Our standard policy incorporates all aspects of responsible investing.


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Acadian will try to avoid any material conflicts with a specific client. Should such a conflict be identified, we will notify the client. It is our policy to attempt to identify general conflicts that occur within our investment process and to establish mitigating controls to address the conflicts.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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