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For over a decade, responsible investment has been captured in every one of our investment processes. Meet some of the people in our business passionate about protecting investor capital, building a better world and paving the way forward for responsible investment.
We recognise that the individual and collective decisions we make as investors have far-reaching implications.
How does industry-wide best practice develop and evolve? Responsible Investment Specialist Kate Turner explains how working with other investors can help address systemic issues like modern slavery.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
Discover our socially responsible investing approach through active ownership, ESG integration, and exclusion screening.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
As long-term investors, we know that the investment decisions we make today affect communities in the future. Investment decisions can have implications for the environment and a very tangible human impact. We believe that engaging with companies on issues such as climate change, diversity, modern slavery and biodiversity has the power to change people’s quality of life all over the world.
We're driven by our Responsible Investment principles. Our commitment to RI and ESG analysis enables us to make more informed decisions that not only benefit our clients, but our environment and our society.
Proxy voting rights are an important asset for listed equity investors and exercising these rights is a core part of our stewardship responsibilities. We seek to vote on all possible resolutions at company meetings.
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
Each investment team has developed a climate change statement and carbon footprint report. We provide a combined footprint for all listed equity portfolios and individual listed equity team carbon footprints.
We have collected over 130 case studies from across our diverse investment teams on how a culture of responsible investment and stewardship manifests itself in real-life investment decisions and engagement with companies.
Most investment professionals believe that neither ESG nor long-term factors are efficiently priced by markets. Around 75% believe that investors are over sensitive to short-term factors. A similar number believe that risks and opportunities associated with ESG externalities are not being captured in market values.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
First Sentier Investors recently presented at the Responsible Investment Association Australasia (RIAA) annual conference and hosted a design lab on how responsible investors can shape the future of Electric Vehicles (EV). This paper outlines the key challenges for EV acceptance, analyses the rollout of EV charging infrastructure around the world, and considers practical ideas for investors to super-charge the uptake of EV.
Read regular news updates, research papers, investment strategy updates and thought pieces from our leading investment experts.
In response to increasing legislation and policy, major economies have started regulating carbon and energy using a variety of approaches which will have differing implications for investors. Below is a brief summary of the second Climate Change Whitepaper - Climate Change Related Regulation.
First Sentier Investors, a leading global investment manager, has launched its first integrated Climate and Nature Report for 2024, bringing together nature-related considerations into existing climate reporting, and aligning its mandatory and voluntary climate reporting with its reporting obligations as adopters of the Taskforce on Nature Related Disclosures (TNFD) recommendations.
An important part of our approach has been the work of our climate change working group which concluded its research earlier this year.
Climate change transition and stranded asset risks can come from a complex mix of factors including carbon regulation, adapting to physical impacts, technological change and evolving consumer preferences. These shifts will be major influences on the investment performance of some sectors and countries. Below is a brief summary of the third Climate Change Whitepaper – Climate Change Transition Risks and Opportunities.
When First Sentier Investors updated our responsible investment (RI) policy two years ago, we knew it wouldn’t be a ‘set and forget’ task. The policy includes a mechanism to be reviewed at least every two years - but two years is a long time in the ESG world, and our latest review led to a number of important updates to the policy and its underlying approach.
In a world of complex supply chains and diverse data sets, how can investors better scrutinise companies for signs of modern slavery? Kate Turner, First Sentier Investors' Responsible Investment Specialist discusses these challenges with Dr James Cockayne, a world leading expert in modern slavery.
This paper outlines the responsible investing approach adopted by various First Sentier Investors investment teams across the globe. It involves a holistic way of thinking that addresses multiple impacts across multiple environmental, social and governance (ESG) measures. We believe it can lead to better long‑term financial and sustainability outcomes, across more measures, than more traditional frameworks.
The Sustainable Finance Disclosure Regulation (SFDR) requires asset managers to report on up to 20 Principal Adverse Impact (PAI) indicators. PAIs are the negative impacts caused by a firm or an asset on the environment and society.
Our responsible investment strategy is founded on a strong governance framework. A key part of good governance are policies which set clear expectations for our people. Transparency is also an important component of good governance as it allows our clients and other stakeholders to hold us accountable.
Climate change and global warming pose systemic risks to society and the global economy. It impacts the availability of resources, the price and structure of the energy market, the vulnerability of infrastructure and the valuation of companies.
As shareholders question ESG practices more than ever before, we spoke to our clients about how they are thinking about ESG when managing their funds. From reducing emissions to corporate culture and ESG risk assessments, the conversation highlighted the industry’s approach is not uniform but we are all grappling with the same issues.
Global investment manager, First Sentier Investors, today announced changes to its investment capabilities within Australia.
Learn about investing in the world's fastest growing markets with FSSA Investment Managers. We invest in high quality equities that outperform over the long term.
The Sustainable Finance Disclosure Regulation (SFDR) for the European Union Mandates the disclosure of the Principal Adverse Impacts (PAI) that investment decisions have on sustainability factors.
Australia currently has a unique opportunity to set up a framework that can support investment aligned with the nation’s sustainability goals, by means of the Australian Sustainable Finance Strategy (“the Strategy”).
This article focuses on three of the PAIs related to Biodiversity Areas, Emissions to Water, and Hazardous and Radioactive Waste. Each PAI provides details about the measures, some of the challenges related to them, and how investors may use the information they provide.
Diversity is a business issue as well as an ethical one. There is a raft of research demonstrating that gender diversity contributes to better business and economic outcomes.
RQI Investors has a dedicated team of portfolio managers and analysts responsible for the research, construction, portfolio management, trading and institutional sales and service of its underlying investment strategies.
It is estimated that there are over 40 million victims of modern slavery globally, meaning that there are more people enslaved today than at any other time in history. In order to meet the Sustainable Development Goal target of eradicating modern slavery by 2030, we need to be reducing the number of modern slavery victims by 10,000 people per day. Therefore, the First Sentier Investors investment teams were alarmed to learn in March this year from the Walk Free Foundation that modern slavery numbers were likely to increase as a result of the COVID-19 pandemic.
Global asset management group focused on providing high quality, long-term investment capabilities to clients. We bring together independent teams of active, specialist investors who share a common commitment to responsible investment principles.
As investors, we know that biodiversity loss creates risks for the companies we invest in together with the broader economy, and that we need to do more to both understand and mitigate those risks.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
We are entering a new era. The year 2024 will be unpredictable and clouded by many uncertainties. It will be marked by geopolitical risks, the ongoing taming of the inflation beast, and how the US Presidential election will impact markets.
The push for achieving a decarbonised economy will see sweeping social and economic change across regional communities in Australia. The new frontier in the march for a greener future in Australia is a focus on a just transition, supported by a Federal Government-backed Net Zero Authority, to ensure workers, industries and communities can seize opportunities in the nation’s net zero transformation.
Systematic investor Joanna Nash discusses ways to reduce carbon emissions in portfolios.
Armed conflict has enormous humanitarian consequences, as well as long lasting economic, social and environmental repercussions. Whilst the Russia-Ukraine conflict is unfortunately far from the only armed conflict globally (the Geneva Academy is currently monitoring over 110 armed conflicts) and there have been a number of conflicts taking place in Ukraine since 2014, the escalation of this conflict in 2022 led to sanctions that were unprecedented in scope and severity at state level as well as for corporates.
2024 was a year marked by global inflation and economic growth concerns against a backdrop of worldwide elections. As we head into 2025, volatility will remain an enduring constant.
Dialling down carbon intensity in portfolios could have less of an impact on risk and return than some might think, but the impact will vary depending on the sectors, styles and regions investors are weighted towards. Globally oriented investors can potentially reduce carbon intensity with a small addition of tracking error, but those wanting to address carbon intensity with a high exposure to Australian stocks might find it more difficult.
The cascading impacts of climate change and society’s overexploitation of the land and sea is giving rise to unprecedented devastation of nature and biodiversity. In the last 50 years, there has been a devastating 69% drop in wildlife populations[1]. The unfolding crisis is risking the very foundations of our economy, society and life itself, impacting humankind’s food security and access to clean water and air.
We aim to contribute to a sustainable economy and society by improving our environmental, social and governance standards. We aim to hold our own business to the same standards that we expect of the companies we invest our clients’ capital in. By doing so, we reinforce our position as responsible investors.