ESG
The team incorporates ESG issues into its fundamental analysis and decision-making process (in cases where these factors could have a material impact on a company’s valuation and financial performance). This process relies on a proprietary fundamental research process to assess all material factors. The team engages with the companies they have invested in and vote their proxies on all resolutions (except when it is not in the best interests of a client). Specifically:
- The team explicitly incorporates relevant ESG issues into every aspect of their activities as fundamental equity investors, both before making investment decisions as well as during the time an investment is held in the portfolios
- As responsible stewards of Eastspring’s clients’ assets, they maintain a dialogue with the entities invested in (where this is feasible)
- The team utilises third-party ESG data and research vendors in order to assist with the due diligence and ongoing monitoring processes.