MFG Asset Management is committed to responsible investment. Environmental, Social and Governance (ESG) issues are a natural component of MFG Asset Management’s investment process, as gaining a robust understanding of these issues is a key part to assessing the outlook for future earnings and risks. MFG Asset Management’s Responsible Investment Principles outlines and summarises MFG Asset Management’s approach to responsible investment, ESG integration, engagement and proxy voting.
Over the years, we have taken steps that highlight our commitment to responsible investing:
In 2012, we became a signatory to the United Nations-sponsored Principles of Responsible Investment, the globally recognised accord for responsible investing.
In 2016, we launched the first of a series of Sustainable strategies that implement a proprietary low-carbon overlay. We offer these strategies because we expect the world will take more steps to address climate-change risks by reducing carbon emissions and these measures have the potential to profoundly alter business models.
In 2017, MFG Asset Management became a signatory of the PRI’s Montreal Pledge. Under the Pledge, MFG Asset Management commits to measure and disclose the carbon footprint of its actively managed investment portfolios. The latest disclosures can be found in the table below.
In 2017, MFG Asset Management became a signatory to the Responsible Investment Association of Australia.
In 2018, MFG Asset Management became a founding signatory to the Tobacco Free Finance Pledge.
Carbon footprint as at 30 June 2019
(tonnes co2e per $us million revenue)
MFG Global Fund
119.2
MFG Asset Management High Conviction Fund
35.8
MFG Asset Management Global Trust
35.5
Global Sustainable strategy
27.2
US Sustainable strategy
29.5
MSCI World Index (as at 29 June 2018)
198.3
Note: Portfolio carbon intensities are calculated using the weighted average carbon intensity method.
To learn more about how MFG Asset Management considers ESG issues and our approach to proxy voting, click on the relevant MFG Asset Management policy below:
MAM ESG Policy, which outlines in detail how ESG issues are incorporated into MFG Asset Management’s investment analysis framework and investment process
MAM Proxy Voting Policy, which outlines MFG Asset Management’s policy in relation to proxy voting
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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Information contained in the Institutional section of this website is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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