Responsible business continued Responsible Investment
Our Responsible Investment Service (“RIS”) We manage a RIS where the two strategies (Avoid and Advance) have defined responsible investment objectives alongside financial objectives. The Avoid strategy is designed for clients who wish to formally exclude companies involved in the production of certain goods or services. The strategy has a formal exclusion policy on armaments, alcohol, gambling, pornography and tobacco. The Advance strategy seeks exposure to companies that are positively contributing to addressing sustainability challenges through their products, services and/or operations. Greater attention is paid to the fund’s sustainability objectives, use of positive inclusionary and negative exclusionary criteria, and engagement for sustainability outcomes. Biannually, we publish a RIS report, which shows the alignment of the Advance strategies to sustainability themes based on a lookthrough to the underlying holdings. The report also contains company case studies and insights into sustainability and responsible investment debates. We see our RIS as a key growth area due to increasing client demand.
Resource, training and development
The RI team, comprising an RI lead and an RI analyst, sit in the CIO and Research function, working closely with the Central Research team, to deliver and oversee updates to the RI approach across our services. They are supported by a broader RI Working Group, who meet to discuss priorities for the evolution of the RI approach. Research analysts conducting due diligence are encouraged to complete the Chartered Financial Analyst (“CFA”) Sustainable Investing Certificate (renamed from the CFA Certificate in ESG Investing) and are signposted to relevant ESG training opportunities, with a particular focus on climate risks. All research analysts and investment managers complete a mandatory annual ESG training module.
44 Brooks Macdonald Group plc Annual Report and Accounts 2025 Brooks Macdonald Group plc 44
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