How we evaluate products
Responsible Investment strategies, processes, practices and disclosures are assessed against the eight criteria for product certification in the Responsible Investment Standard and accompanying Guidance and Assessment Notes.
What this symbol means
General certification: This Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
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Themes & Issues
Society
No specific themes
Included
Armaments
Partially avoided
Gambling
Partially avoided
Pornography
Partially avoided
Tobacco
Partially avoided
Environment
No specific themes
Included
Armaments
Partially avoided
Gambling
Partially avoided
Pornography
Partially avoided
Tobacco
Partially avoided
For RIAA’s definitions of the themes included and issues avoided, please view this guide . Product-specific exclusion criteria and practices may vary. You can find these by referring directly to the product provider.
Overview
The portfolio actively manages and adopts a negative screening strategy, combined with an environmental, social and governance/ethical(including labour standards) (ESG) ratings assessment, ESG integration and company engagement, to deliver responsible investment in the selection, retention and realisation of investments.
Description
The Australian Equities Socially Responsible Strategy is an actively managed strategy that delivers responsible investment through the adoption of a negative screening strategy, combined with an environmental, social and governance/ethical (including labour standards) (ESG) ratings assessment, ESG integration and company engagement. The strategy offers investors exposure to concentrated portfolio of socially responsible, high quality, large and mid-cap Australian listed equities.
·      The strategy’s negative screen precludes the portfolio from owning stocks where the company’s core business is pornography, gambling, armaments or tobacco.
·      A company must have an ESG score greater than the index average to be eligible for inclusion in the portfolio.
Once the universe of eligible stocks has been defined, the strategy applies DNR Capital’s quality investment philosophy to identify quality companies that offer attractive valuation. DNR Capital’s proprietary “quality web” defines quality companies as those with earnings strength, superior industry structure, balance sheet strength, strong management and ESG risk assessment. Valuation work is undertaken to determine if sufficient return upside exists. Consistent with our ESG integration and engagement investment strategy, DNR Capital factor ESG risks and opportunities into our risk-return assessment.
The result is a concentrated portfolio of high quality, high conviction, socially responsible, large and mid-cap Australian listed equities
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Themes & Issues
1
themes included
0
issues fully avoided
0
issues mostly avoided
4
issues partially avoided
Product Targets
Wholesale
Institutional
Certified Since
2010
Last date certified
March 5, 2025
Primary RI Strategy
2010
Secondary RI Strategy
Negative Screening