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Redpoint Investment 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.

While financial markets are broadly efficient, Redpoint believes opportunities to add value above benchmarks frequently appear. These opportunities occur due to the way investors react, and often over-react, to the uncertainty of financial markets.

Knowing that no one investment approach is consistently rewarded, Redpoint uses a range of disciplines to identify investment opportunities. The approach to stock selection manifests over various timeframes (from long to short horizons) and across different styles (from value to quality to growth to momentum). Having multiple approaches applied to Australian and Global equity portfolios requires expert data collection and processing.

As a UNPRI signatory, Redpoint’s approach also considers economic, environmental, social and corporate governance (EESG) factors as drivers of longterm value add.

Our investment philosophy is underpinned by:

  • stock selection methods, founded on traditional economic and investment insights;
  • a quantitative approach which distils Redpoint’s multiple investment insights into specific portfolio actions ensuring speed and consistency in decision making; and
  • portfolio manager oversight of portfolio construction and implementation to ensure that return, risk and costs are always properly considered.

Our aim is to deliver greater diversification, flexibility and more consistent outcomes. 

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]

Redpoint's primary objective is to improve investment outcomes for clients. As a quantitative equity manager, our key focus is on developing metrics that have a demonstrable effect on investment outcomes; and that can be quantified for a large investment universe. The metrics we have selected are drawn from all three of the ESG domains.

We offer a mix of investment approaches from indexing, through structured beta to quantitative active strategies, all in segregated accounts.

Currently, all of our equity mandates integrate and/or screen on ESG considerations. We actively encourage clients and prospects to grant us the discretion to do so.

All of our clients exercise proxy votes directly. We maintain a proxy voting policy and provide input to clients' proxy voting decisions when asked.

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.

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

URL/Attachment

URL/Attachment

02.3. Additional information [Optional].


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.

Redpoint maintains a "Managing Conflicts of Interest Policy", that deals with conflicts of interest that may arise wholly, or partially, in relation to our provision of financial services as an Australian Financial Services (AFS) licensee, to meet our obligations under subsections 912A(1)(a) and 912A(1)(aa) of the Corporations Act 2001. The policy has taken into account Regulatory Guide 181 Licensing: Managing conflicts of interest issued by the Australian Securities and Investments Commission (ASIC) on 30 August 2004 (RG 181).

That policy requires our Board and employees to identify conflicts of interest where they do or may arise, avoid them where practicable, manage them where they can't be avoided - prioritising the interests of clients above our own - and disclose to clients when they have or are likely to arise.

We claim compliance with the CFA Institute Asset Manager Code. This claim has not been verified by CFA Institute.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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