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Investing in diversity disclosure

Date: 18 January 2024

1 minute read

SDG Alignment

Annually we send our ESG (environmental, social and governance factors) Request for Information (ESG RFI) to our third-party managers. This focuses on their approach to responsible investment as well as the firm itself. Approximately half of our assets under management (AUM) are managed through third-party funds rather than directly invested. Therefore, as part of our responsible investment approach it is critical that we engage with our third-party managers. To effectively do so, we consider:

  • Responsible investment credentials and process
  • Diversity within the firm
  • Approach to climate action

We use the responses to the ESG RFI to inform our engagement with the third-party managers we invest in and then identify engagement themes; for 2023 we have focused on diversity disclosure.

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