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.
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