DMP Asset Management Tailored Portfolio Service

Product Name	DMP Asset Management Tailored Portfolio Service
Issuer	DMP Asset Management Ltd
Category	Investment
Type	Fund or Trust
Target	Wholesale
Certified Since	2017

Asset Classes	Australian only equities
Markets	Australia
Investment Approaches	ESG Integration, Negative Screening
It Includes:	Education More sustainable companies
It fully excludes:	No exclusions
Broker	Responsible Returns
URL	https://www.responsiblereturns.com.au/investment-options/dmp-asset-management-tailored-portfolio-service/profile

Overview

DMP Asset Management builds individually tailored portfolios of listed Australian securities. We work with investors to set objectives for a portfolio based on their own risk and return objectives and income requirements. All portfolios are managed on an after tax basis, and allow investors to set their own positive or negative screens, with help from DMP where required. DMP has provided this service to a wide range of charities, not for profits and high net worth individuals for over 25 years.

Description

DMP has been managing portfolios of Australian listed securities for over 25 years. We have a team of five investment professionals that analyse stocks and build portfolios.

Our process begins with a quantitative screen of the investment universe to eliminate stocks which aren't sufficiently liquid, or have a large stock overhang.

We then undertake a qualitative screen to eliminate stocks which don't meet our judgemental criteria in relation to Environmental, Social or Governance (ESG) criteria as a minimum standard. This then defines our investible universe.

From this point, DMP conducts detailed fundamental analysis. We seek to get to know the industry, management and the strategy of the company well. This is done by extensive reading and proprietary meetings with the company, its competitors, suppliers and customers. In getting to know the company in a detailed manner, we also consider Corporate Social Responsibility (CSR) and ESG factors. Where risks are identified, this will either lead to a company being excluded from consideration, as it impacts the expected risk adjusted return, with ESG being a tangible risk, or tempers our view of the valuation of the company and therefore impacts its weight in the portfolio.

For investors with negative screens, these stocks are also eliminated from the investible universe. The Fund Manager then builds a unique portfolio targeted to meet the individual investors risk and return requirements.

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Transparency & Verification

What sets these investment products aside from regular ones on the market is they all have some type of responsible or ethical strategy applied to them.

At a minimum, their issuers explain these strategies in public documents and open their offices and books to third party verifiers who check these strategies are implemented according to what you read about them publicly.

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Stewardship & Impact

In July 2019, we lifted our requirements of certified products which we are phasing in over 18 months.

We now require that issuers have organisation-wide commitments to responsible investing and they exercise their responsibilities as stewards of your money - through engaging with companies to improve sustainability performance and voting on shareholder resolutions where possible. All certified products now need to at least avoid significant harm and their issuers will annually report against any sustainability-based claims made by their products. This uplift in program standards is part of our passion for, and on-going commitment to, responsible and ethical investing.

Even though we're lifting the bar, we know your convictions to doing good with your money may be higher and so we have served up our member's certified products with a large dose of transparency and independent verification, so that you can draw your own conclusions from reliable information and choose investments that best suit your individual needs.