Which documents will explain what responsible investing approach a Fund Manager applies?

Figure 5 Fund Manager disclosures on responsible investing

Further information on the investment approach a Fund Manager applies can be found in our RIPPL Effect reports. The RIPPL (Research IP Pty Ltd) Effect is a free offering for financial advisers and consumers.

The RIPPL Effect is designed to bridge the gap between our Quantitative Tear Sheets and full Qualitative Research Reports.

The reports provide a simple summary of every fund in the market. Simple data points are collected and presented in the same place on every report, in particular key information typically found in the PDS, SIPO, or on the manager’s website, but often hard to find.

Information on the Fund Manager’s responsible investment approach includes UN PRI ratings, consideration for SDGs, ESG screening and proxy voting. Research IP’s opinion on the approach is explained in a full Qualitative Research Report.

Managed Funds Sailing Close to the Wind

The following table gives some examples of different managed fund products and what fundamental approaches to responsible investing the Fund Manager applies. The information has been collected from the Fund Manager Disclosures on Responsible Investing and summarised by Research IP to align with the Fundamental Approaches to Responsible Investing.

Figure 6 Managed fund examples of different responsible investing approaches

The latest version of Beneath the Surface of Responsible Investing can be found here.


Research IP delivers high quality investment fund research and consultancy services to financial advisers, charities & NFPs and the broader financial services industry. Our experience spans well over 20 years working directly across the multiple facets of finance, so we understand the key drivers and challenges for managers, as well as the impact for investors and the broader industry.

We strive to give you the best information, so you can help your clients make better decisions, and feel more confident about doing business with you. We believe that not only can everybody win, everybody should.

Reach out to us today about your research and consulting needs, and how to make the data work for you, and your clients.

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Photo credits: Research IP, Kenkola (Getty Images)

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While every care has been taken in the preparation of this information, Research IP makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This blog post has been prepared for the purpose of providing general information, it is not personal financial advice and should not be relied upon as a substitute for detailed advice from your authorised financial adviser. You should, before making any investment decisions, consider the appropriateness of the information in this email, and seek professional advice, having regard to your objectives, financial situation and needs.

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