Responsible Investing

As custodians of our clients’ capital, we maintain high standards of responsibility, diligence and integrity. We incorporate ESG factors into our investment process to identify risks and opportunities, striving to create long-term sustainable value. We collaborate with clients and companies to drive progress and achieve optimal outcomes for all stakeholders.

OUR RESPONSIBLE INVESTMENT OBJECTIVES

1

Create value for clients, partners, investee companies and communities

2

Deliver service and care to support clients in meeting their objectives

3

Make informed investment decisions, integrating material ESG considerations

4

Cultivate a culture where our people and clients feel proud to work with us

5

Avoid and reduce harm to society and the environment wherever possible

1

Create long-term value for our clients as well as our people, our partners, our investee companies, and our communities

2

Deliver service and care to support our clients in meeting their investment objectives

3

Make informed investment decisions, integrating material environmental, social and governance considerations

4

Cultivate a culture where our people and our clients feel proud to work with us

5

Avoid and reduce harm to society and the environment wherever possible

Our beliefs

We have a fiduciary duty to manage capital with care
Responsible investment strategies will deliver better returns for clients
Active stewardship, including strategic engagement with companies helps us better understand and manage risks
We have a responsibility to current and future generations to act thoughtfully, responsibly and with integrity
We have the power to influence companies towards a better future

Our process at stock and security level

Our commitment to responsible investment does not stop at beliefs. We take concrete actions to incorporate ESG considerations into our investment process, including:

Conducting in-depth research to identify material ESG issues and evaluate their potential impact on long-term value creation
Engaging with investee companies to drive positive change in areas such as climate change, workplace culture, and human rights
Collaborating with clients and industry stakeholders to develop best practices in responsible investing
We include ESG considerations into our brokerage panel structure

By embedding ESG considerations into our investment approach, we aim to deliver strong financial performance while advancing sustainable practices.

Our research channels

Company and industry engagement, including meetings with industry experts, consultants and market participants (e.g. regulators and governments)
Meetings with brokers around specific ESG issues (note: our panel vote includes a specific allocation for ESG research)
Use of expert networks to identify and target meetings around specific topics, particularly in offshore markets
Attendance at relevant industry forums

The methods by – and the degrees to – which ESG principles are applied to our investment analysis and processes for the range of registered managed investment schemes offered by Yarra Capital Management will vary from product to product. For further information on how ESG principles are relevant to each of these products, please refer to our Product Disclosure Statements.

Our ESG framework