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Responsible Investment at Quilter

At Quilter, we invest on behalf of our investors to achieve their long term goals. We know financial success does not exist in isolation - it is connected to the environment and society we live in. That is why responsible investment is embedded as a core part of our decision making.

What is responsible investment

At Quilter, we invest, advise and act responsibly, integrating responsible investment principles into our processes and practices.

On your behalf, we assess both the risks, and for certain investments, the opportunities, and outcomes. From a risk perspective we assess the investments we make by a range of environmental, social, and governance (ESG) factors.

 

Marcus Brookes, Chief Investment Officer
At Quilter, responsible investment is central to how we serve our investors. We integrate environmental, social and governance factors across our investment process because we believe this approach supports better long term outcomes. As we work towards a sustainable future, we are committed to transparent stewardship and helping our investors align their investments with their values.

Our responsible investment principles

I. Customers are at the forefront of responsible investment

We focus on delivering the best outcomes for our customers by providing responsible investment solutions that meet their needs and preferences.

II. ESG factors should be integrated into investment decision-making

We have a clear framework for integrating ESG factors into our investment process.

III. Good stewardship maximises long-term value

We have a stewardship approach that ensures we meet the standards required for our investors and promotes a well-functioning investment market over the long-term.

IV. Strong governance is central to risk management and a well-functioning investment market

We have a clear governance structure that monitors our responsible investment approach and ensures accountability across Quilter. This is also a key factor when allocating capital.

V. Information needs to be clear, consistent, and relevant for everyone

We aim to use high-quality, timely, and transparent information to support our responsible investment approach.

Our approach

Our approach to responsible investment is built on clear principles: integrating environmental, social, and governance (ESG) factors into every stage of our investment process and exercising strong stewardship to deliver sustainable outcomes for our investors. You can explore our full responsible investment policy, responsible investment tier framework, and latest stewardship report below for more detail on how these principles are applied in practice

Responsible investment policy

Our responsible investment policy sets out the principles and commitments that guide how we integrate ESG factors into our investment decisions and stewardship activities.

Read our policy

Responsible investment tier framework

Our responsible investment tier framework explains how we assess and classify investments based on their level of ESG integration, ensuring consistency and transparency across our portfolios.

See our framework

Stewardship

Our stewardship approach includes engaging with managers, exercising voting rights, and collaborating with industry initiatives to promote sustainable practices and deliver long-term value.

Learn about our stewardship approach

Climate action plan

Our climate action plan sets out how we manage climate-related risks and opportunities, reduce portfolio emissions, and support the transition to a low-carbon economy.

Read our climate action plan

Investment solutions

WealthSelect is our market-leading managed portfolio service and our flagship responsible investment offering. WealthSelect provides a comprehensive range of portfolios designed to integrate ESG considerations, giving investors access to responsible investment options without compromising on performance.

Learn more

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