Publish Date: June 2020
Fact Sheets and Guides
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Fact Sheet
Introduction to responsible investment
Summary
Responsible investing, also known as ethical investing or sustainable investing, is a holistic approach to investing, where social, environmental, corporate governance and ethical factors are considered alongside financial performance when making an investment.
There are many different ways to engage in responsible investment, and most investors use a combination of strategies including negative or positive screening; environmental, social and governance (ESG) integration; and impact investing.
Anyone can be a responsible investor, whether they are individuals choosing where to put their retirement savings; a trustee of a trust or foundation; or an institutional investor such as a super fund, fund manager, bank or asset manager.
Fact Sheet
Fossil fuels and responsible investment
Summary
Climate change, largely created by the burning of fossil fuels and release of carbon dioxide into our atmosphere, is the most pressing issue of our time.
From excluding financiers of new reserves, or petrol station owners to divesting all companies with any involvement with fossil fuels, responsible investment can be approached in a number of different ways.
Publish Date: June 2020
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Briefing Note
COVID-19 and the performance of responsible investments
Summary
In a time of massive market disruption brought on by the global COVID-19 pandemic, this briefing note explores how responsible investment funds that integrate environmental, social and governance factors have performed compared to the rest of the market.
The evidence is overwhelming, showing that more sustainable companies are performing better and responsible investment funds are largely continuing to outperform the general market.
Fact Sheet
How to avoid greenwashing
Summary
As responsible, ethical and impact investing continues to grow, and as more consumers expect sustainable options for their super and other investments, there’s been a rush to satisfy demand. Sometimes this can result in greenwashing – both intentional and unintentional.
Find out how to avoid the pitfalls and label your product appropriately.
Publish Date: July 2020
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Fact Sheet
Introduction to Corporate Engagement and Shareholder Action
Summary
To divest or engage? It’s been a hotly debated discussion for many years, with many responsible investors stating a preference to stay invested in companies favouring corporate engagement and shareholder action over divestment to improve the behaviour of companies.
But what exactly is it? How does it effect change in company behaviour and how do we know if it’s working?