We have published the 2021 Ethical Partners Engagement, Stewardship and SDG Impact Report – a major project led by Robyn, our Head of Sustainability and Georgina our Sustainability Analyst. The report details Ethical Partners' 317 direct ESG engagements with 100 companies over the period July 2020-September 2021.
Engagement and advocacy is an integral and core focus for Ethical Partners. We have had many productive, deep and open engagements with companies over this period.
The report details:
- The multitude of important topics we have discussed with companies;
- Our engagement priorities;
- Some of our engagement successes and case studies
- The emerging ESG and stewardship themes we are engaging on
The report also details our extensive program of ESG shareholder voting activity, our wider policy advocacy with governments, regulators, legislators and other financial market participants, our engagement with NGO’s, civil society groups, academics and the media and our numerous investor collaboration activities.
During February 2022 the Fund returned 1.87% versus the S&P/ASX 300 Accumulation Index of 2.09%, underperforming the market by 0.21%. Over the past 12 months the Fund has returned 14.7%, outperforming its benchmark by 4.45% (after fees).