Pendal Sustainable Future Australian Share Portfolio

Product Name	Pendal Sustainable Future Australian Share Portfolio
Issuer	Pendal Group
Category	Investment
Type	Separately Managed Account
Target	Wholesale, Retail, Institutional
Certified Since	2018

Asset Classes	Australian only equities
Markets	Australia
Investment Approaches	Best in class screening, Negative Screening
It Includes:	Education Green property Healthcare and medical products Renewable energy and energy efficiency Social and sustainable infrastructure Sustainable land and agricultural management Sustainable transport Sustainable water
It has some level of screening for:	Fossil fuels Human rights abuses Labour rights violations
It fully excludes:	Alcohol Armaments Gambling Pornography Tobacco
Broker	Responsible Returns
URL	https://www.responsiblereturns.com.au/investment-options/pendal-sustainable-future-australian-share-portfolio/profile

Overview

The Pendal Sustainable Future Australian Share Portfolio is an actively managed portfolio of Australian shares. Investments are selected on a range of sustainable, ethical and financial criteria.

Description

Investing in this fund provides exposure to companies assessed as demonstrating and or/offering leading environmental and social practices, products and services, whilst avoiding companies that do not meet the Fund’s ethical guidelines.

Ethical practices
The portfolio will not invest in industries with direct business involvement (0% materiality) in the following activities:

– fossil fuel production and extraction such as coal, gas and oil

– the production of tobacco or alcohol

– manufacture or provision of gaming facilities

– manufacture of weapons or armaments, and
– manufacture or distribution of pornography.

Sustainability

In addition, Pendal’s sustainable assessment process considers the extent to which a company exhibits appropriate strategic recognition, board oversight, policies and systems to manage the company’s material ESG issues. Specifically, the assessment considers issues such as:

– Environmental considerations:
– management of environmental impacts through the implementation of best practice environmental techniques, technologies and product design

– environmental performance against a range of environmental indicators including, for example, greenhouse gas emissions, energy and water use and environmental incidents

– the capacity to consult key stakeholders in relation to activities that may have significant environmental impacts

– adoption of best practice with regards to management and disclosure of material risks and opportunities associated with climate change.

– Social practices and labour standards:

– equal opportunity, anti-discrimination and industrial relations policies and practices

– staff incentives, development and training

– employee benefits and entitlements

– human capital management performance against a range of indicators, such as voluntary turnover and gender diversity in senior management

– products or services that provide positive social impacts such as improved health & community well-being, disease prevention, and education

– management of contractors and suppliers, and

– workplace health and safety performance against indicators such as fatalities and lost time injury frequency rate.

– Corporate governance, business conduct and ethical considerations:

– codes of conduct and the extent of their integration into the company’s operations

– provision of regular and appropriate training

– whistleblower policies and procedures

– ethical conduct and performance of employees and officers – the extent to which companies are adopting principles in areas such as complying with the law, fair and open dealings and accepting responsibility for their actions

– product safety and consumer protection, and

– engagement practices with employees, shareholders, and key community stakeholders.

Performance results

Product holdings

Product documentation

Supporting documents

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The products featured on this site have all achieved certification under the Responsible Investment Association Australasia’s (RIAA) Responsible Investment Certification Program.

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.

You can also click through to see the underlying managers and / or stock holdings in each certified product as well as access a certified product’s recent performance results.

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.

*Information Disclosures

While all reasonable efforts are undertaken to ensure information and links on site are current there may be instances where information and documents are updated during the course certification (eg. PDS, Fact Sheet). Certified product issuers are required to update this information as soon as possible on the Responsible Returns site, but there may be some extenuating circumstances impacting timeframes.

The certification program may also assess information provided for certification based on proposed future changes to a responsible investment process that is in-line with Responsible Investment Association Australasia’s (RIAA) Responsible Investment Certification Program criteria. In such instances, members are similarly required to update this information on Responsible Returns within an agreed future timeframe. Old document versions may be reflected on site until this process is finalised.

Pendal Sustainable Future Australian Share Portfolio

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