Responsible Investing

Making everything count

Responsible Investing

Approaches to Responsible Investing

Socially responsible investing

Active ownership & engagement

Futuregrowth seeks to employ active ownership activities that will assist us to engage with the management of investee companies with the purpose of effecting change and challenging them on the sustainability of their organisations' activities.

  • Where possible we engage on various matters that affect the triple bottom line (taking into consideration economic, social & environmental issues which could affect the profitability of a company)
  • File shareholder resolutions
  • Attend annual general meetings, debt-holder meetings and other relevant meetings
  • Engage in negotiating debt related terms
  • Vote proxies and lender related issues


Through this process of active ownership we encourage companies to disclose and be accountable to stakeholders.

ESG screening

Futuregrowth believes that engagement with investee companies on matters of ESG is appropriate to ensure long-term sustainability for all stakeholders. Our philosophy is to encourage companies' involvement with ESG through their adoption of ESG issues and with the aim of disclosing and reporting on these issues. Read more

Futuregrowth is a fiduciary asset manager who believes that “everything counts” and therefore we consider the impact of our organisation’s operations on the broader community and, always within mandate, this includes the management of client funds.

Responsible Investing (RI) encompasses a range of investment approaches i.e. socially responsible investing, screening for ESG criteria, investor engagement and shareholder activism.  These are all approaches which fit into a responsible investing strategy.  Futuregrowth uses all the approaches across all funds and asset classes.

PRI
Futuregrowth is a signatory to The Principles for Responsible Investment (PRI). The PRI is an investor initiative in partnership with UNEP FI and UN Global Compact. The principles reflect the increasing relevance of environmental, social and corporate governance issues to investment practices.  The PRI provide a framework to assist investors in considering these issues.

The Principles are voluntary and aspirational. They are not prescriptive, but instead provide a menu of possible actions for incorporating ESG issues into mainstream investment decision making and ownership practices.

 The PRI Principles in a nutshell

  1. We will incorporate ESG issues into investment analysis and decision-making processes.
  2. We will be active owners and incorporate ESG issues into our ownership policies and practices.
  3. We will seek appropriate disclosure on ESG issues by the entities in which we invest.
  4. We will promote acceptance and implementation of the Principles within the investment industry.
  5. We will work together to enhance our effectiveness in implementing the Principles.
  6. We will each report on our activities and progress towards implementing the Principles.

 

Futuregrowth was selected as a ‘best practice’ case study to be featured in the PRI’s annual Report on Progress. The case study will appear in the 2010 Report which is viewed by thousands of fellow investors, public officials and stakeholders worldwide. Click here to view the case study.