ESG & Responsible Investing
In the world of funds management, Environmental, Social, and Governance (ESG) factors have become increasingly vital. As investors seek not only financial returns but also positive impacts on society and the environment, integrating ESG considerations into investment strategies has become paramount. At Mutual, we recognise the importance of ESG.
Our Aim
Our aim is clear: to deliver sustainable and predictable investment benefits to all stakeholders while striving to be leaders in the fixed interest investment space. We have a minimum ESG criteria for both the portfolio and individual investments within the Funds, and assess these at least monthly and at the Investment Committee Level to ensure these standards are maintained and that ESG considerations are always known and monitored.
Our Commitment
The Principles for Responsible Investment (PRI) are a set of voluntary and aspirational principles aimed at integrating ESG factors into investment practices for a more sustainable financial system. As a proud signatory to the PRI, we are committed to adopting and implementing the principles, providing annual reports on our progress.
There are three layers within our ESG Approach
Overriding guiding ESG Principle Statement
Formal ESG Principle Statement that underpins our commitment to ESG.
Robust depth and clear rules around ESG positions and breaches.
Dedicated ESG gatekeeper.
ESG Approach and Internal Procedures
Internal ESG investment and procedures followed regularly, at least annually.
ESG fundamentals assessed prior to investment decisions and tracked at every Investment Committee meeting.
Tangible rules around ESG shortcomings and failures by issuers.
ESG Analysis and Assessment Tools utilized
Bespoke research and analytical scoring system developed.
Assessment tool ranks all issuers against our developed criteria.
Tool assists portfolio management across APRA regulated issuers, non-bank originators and structured credit deals.
Under constant update and review.
