‘A’ rating for our responsible investment

Quilter scores ‘A’ rating for responsible investment

Quilter has received a highly regarded ‘A’ rating for it’s responsible investment strategy and governance in the 2020 annual assessment published by the United Nations (UN) backed Principles for Responsible Investment (PRI).

The PRI’s independent assessment – considered to be the world’s key benchmark on responsible investment - is an endorsement of Quilter’s progress on integrating of Environmental, Social and Governance (ESG) issues within investment management processes, as well as it’s industry leading active ownership activity.

The PRI is the leading advocate for responsible investment, attracting over 3,000 signatories representing most of the world’s professionally managed investments. As a signatory since 2018, Quilter has publicly committed to implementing the PRI’s ‘six principles’ to contribute to a more sustainable global financial system and deliver long-term returns for clients. The PRI assessment evaluates performance in comparison with peers across key factors such as strategy, fund manager selection, and direct ownership of listed equity.

Stewart Perry, Head of Responsible Business, Quilter:

‘The PRI’s assessment recognises Quilter’s work to date on responsible investment. As a long-term investor, we are fully committed to embedding ESG principles across all areas of our business to better manage risk, enhance returns and ultimately help our customers achieve their financial goals for themselves and their families.’

Responsible investment is one of the key pillars of Quilter’s Shared Prosperity Plan – the company’s strategy for responsible and sustainable growth. This includes public commitments to embed responsible investment principles across the business and exercise active stewardship of customer assets.

You can find out more about Quilter’s approach to operating and investing responsibly, below: