‘Signatories who provide a good quality and transparent description of their approach to Stewardship’
The Financial Reporting Council (FRC) defines stewardship as the responsible allocation, management and oversight of capital to create long-term value for clients and beneficiaries leading to sustainable benefits for the economy, the environment and society. Since our assessment, the code has further emphasised the integration of environmental factors, especially around climate change, into investment processes providing further evidence the importance of non-financial factors into fundamental stock analysis.
The United Nations Principles of Responsible Investment (UNPRI) is the largest global reporting initiative on responsible investment with signatories required to report on their responsible investment activities annually. Reporting allows us to evaluate our responsible investment practices against an industry-standard framework, receive ongoing feedback as well as summarise our activities for internal and external stakeholders.
Evenlode UK Income Fund
Evenlode Global Income Fund
MSCI ESG Fund ratings aim to measure the resilience of funds to long-term risks and opportunities arising from environmental, social and governance (ESG) issues. Each fund scores a rating on a scale from CCC (laggard) to AAA (leader). The rating is based first on the weighted average score of the underlying holdings of the fund. ESG momentum is then assessed to gain insight into the fund’s ESG track record, which is designed to indicate a fund’s exposure to holdings with a positive rating trend or worsening trend year over year. For more information on the methodology please click here.
MSCI ESG Research LLC’s (“MSCI ESG”) Fund Metrics and Ratings (the “Information”) provide environmental, social and governance data with respect to underlying securities within more than 31,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information