This year, we continued to evolve our investment approach to reflect our commitment to meeting client needs while driving positive change in the financial sector.
We’re working to create value that extends beyond pure financial returns. There are significant actions we’ve taken to move forward in transformative ways, including:
- The revamp of our intentional investing (PNi) portfolio: a six-month project undertaken in collaboration with impact investment specialists following feedback from clients.
- Understanding client priorities: a survey of clients who invest in PNi to understand their priorities. This reinforced our understanding that clients want their money to do good and that transparency about controversial company exposure is paramount.
- Increasing engagement in the industry: a commitment to driving change has led to increased collaboration and engagement. This includes adviser education, our Agents of Change initiative, active participation in the Advisor Action group and contributing to industry initiatives like Wealth Managers for Climate Action.
- Launch of our managed portfolio service: enabling clients to agree upfront on their preferred approach and risk level, and delegating investment decisions; allowing us to manage investments more dynamically and cost-effectively.
A new era
Looking ahead, we’re focusing on several key areas:
- Fund manager innovation in stewardship and engagement; encouraging them to enact meaningful net zero plans and strengthen how they actively engage with companies they invest in.
- Developing more sophisticated impact reporting mechanisms for our revamped PNi portfolio, which is already underway.
“As we continue investigating new opportunities, we remain focused on innovation and advocacy.”
Where sustainable investment options are limited, we’re actively encouraging fund managers to innovate, adding our voice to the growing chorus pushing for more sustainable investment funds.
To find out more, download our Impact Report 2024 – The next chapter.
