Policies

Our Policies

We prioritise clear and transparent disclosure of our Engagement, ESG and Exclusionary Policies. Here are links to these Policies.

Engagement Policy

We view engagement as an integral part of a Responsible Investment. Our Engagement Policy explains how we define, execute and report on our engagement activity.

ESG Policy

 Our ESG Policy explains how we integrate ESG considerations into our investment analysis, including in-depth credit research and sustainability verification of both issuers of bonds and the issues themselves. 

Exclusionary Criteria

We take a firm stance against industries that produce negative externalities. From tobacco to gambling, weapons to coal, our Exclusionary Criteria clearly articulates investments in issuers that we avoid.

Divestment Criteria

If we believe an issuer or issue is no longer suitable, we will remove them from our investment universe. Our Divestment Criteria articulate the process for the sale of these holdings from our portfolios.