Apply a systematic responsible investment methodology in selecting, realising and retaining investments;
Describe in detail their responsible investment methodology and explain the specific processes, management systems and reporting frameworks followed for their responsible investment product or products;
Disclose past performance results and a full list of stock holdings or investments (current six months prior for reasons of commercial in confidence); and
Have had their responsible investment methodology and processes independently verified by Grant Thornton.
The fund managers listed below have been certified by RIAA. Simply click on the fund manager's name and you will be able to find the following information which will help you to compare and contrast funds:
The type and number of responsible investment products they manage;
How they take environmental, social, governance, or ethical issues in account to construct each product; and
The past performance and a full list of stock holdings of each product.
A retailfund is a fund that individuals can invest in directly or through a financial adviser. A wholesalefund is a fund that is not available directly to individuals however they can be accessed through a financial adviser. Wholesale funds are also invested in by institutional investors such as superannuation funds, local government, foundations or religious organisations.
