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 October 2021 the Fund returned 1.09% versus the S&P/ASX 300 Accumulation Index of 0.10%, outperforming the market by 0.99%. An overweight position in Materials added to relative performance while and overweight position in Financials detracted from relative performance.
This World Children’s Day, 20 November, we recognise the devastating and disproportionate impact the climate crisis is having and will continue to have on children. As the most anticipated event of the year, COP26, finishes, it remains clear we have never needed more urgent action from government, business and society to respond to the climate crisis
During September 2021 the Fund returned -1.19% (after fees) versus the S&P/ASX 300 Accumulation Index of -1.89%, outperforming the market by 0.70%. An underweight position in Healthcare and an overweight position in Transport added to relative performance. Over the last 12 months the Fund has returned 36.03%, outperforming the ASX300 Accum Index by 5.17%.
We are committed to addressing the world’s twin crisis of food security and climate change and the intersection of both of these challenges through our EPORA investment process, our portfolio investment focus on sustainable agriculture and through our engagement and advocacy.