Our approach to stewardship

This year we have published our first responsible investment and stewardship annual report. It describes our approach to stewardship, and provides examples of how we implement this approach through ESG integration, engagement and voting.

What’s in the report?

Read our responsible investment and stewardship 2020 annual report to find out more about:

  • Our approach to stewardship
  • How we hold ourselves to account
  • How we help to shape policy and best practice
  • How we incorporate ESG considerations into our investment process
  • Our engagement and voting activity
AUS Responsible Investment and Stewardship Annual Report

Background

Investing with purpose means that we invest and behave responsibly, and act as active, engaged owners of financial assets in a manner that meets our responsibilities to our clients and society as a whole.

For multiple decades, we have supported and advocated for investor stewardship, seeking deeper understanding of the management of material issues at companies, and encouraging change to improve outcomes. We have also been active participants in collaborative efforts that have sought to establish and develop the activities and codification of stewardship; this has all been in an effort to enhance the investment landscape for the long-term benefits of our clients.

We welcome the increased stewardship expectations of investors, which now require investment firms not only to state their policy positions on stewardship, but also to demonstrate and evidence how they implement these policies.

Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.