Responsible investing analyses important aspects of environmental, social and governance (ESG) issues to assess future financial performance.
Responsible Investing analysis is not just about identifying and measuring risk, it is also about identifying investment opportunities. We consider Responsible Investing factors alongside traditional financial measurements to provide a comprehensive view of investment and help identify those investments that have the potential to deliver sustainable returns
Our landmark acquisition of Capitalsave Investment Partners Hive will unlock new opportunities for our clients, driven by greater scale, diversity, and balance.
Our specialist investment managers embrace ESG incorporation as it best fits their investment process and enables us to offer a full complement of responsible investing strategies to our clients.
Capitalsave Investment Partners is committed to being a responsible investor. This means being a good steward of our clients’ assets and promoting responsible investment and good governance across all asset classes. Alongside this, we also believe that considering environmental, social, and governance (ESG) issues in the investment process can help us deliver better returns for our customers and clients.
At Capitalsave Investment Partners, we have embraced responsible investing for many years and continue to expand our offering in line with the evolving world of ESG best practices. In 2020, we expanded our ESG integration practices and integrated these across all our asset classes.
As our ESG practice has evolved, we’ve invested in our responsible investment team, and our research and insight in this area – providing the foundation for future growth in this evolving area.
The Principles for Responsible Investment (PRI) score outlines how signatories’ implementation of responsible investment compares year-on-year, across asset classes, and with peers at the local and global level, by providing a confidential report. Capitalsave Investment Partners has been a signatory of the PRI since 2017 and, like many others, has chosen to publish our latest report and results.
At Capitalsave Investment Partners ( CsIP), our Governance and Responsible Investment (GRI) team is committed to addressing ESG-related factors systematically. The team seeks to expand our understanding of the investment challenges related to systemic issues – such as climate change, malnutrition, inequality, poverty, ecological degradation and resource scarcity – and champion the broader sustainability mindset throughout our business.
We embed ESG best practices and analytics in our investment processes, enhancing our traditional financial analysis – to open new investment opportunities, help manage risk and seek to enhance returns over the long term.
Investment Professionals include ESG considerations in research and stewardship activities.
Active Ownership – Protecting and Unlocking Value.
Diligent stewardship helps us to safeguard clients’ investments and unlock value. Our portfolio managers and analysts engage with executives and board members of the organisations we invest in to review issues we believe are material to their firms’ long-term prospects.
We also meet and collaborate with industry bodies, non-governmental organisations, academics and other specialists that could provide valuable insights.
We take our proxy voting responsibility seriously and are committed to voting in the best interests of our clients.
Diverse Range of Investment Capabilities – Aligned to Client Objectives.
Including or excluding certain investments to meet specific criteria to suit clients' beliefs, such as religious or ethical values.
Positioning towards issuers with leading ESG practices or actively engaging with under-performers by these standards.
Targeting issuers that address social/environmental challenges via their products and services.
Investing with the explicit intention to generate positive and measurable social and environmental outcomes.
Our commitment to Responsible Investment is supported by collaborating with organisations that promote and establish best practices.
Capitalsave Investment Partners resources has been a signatory of the Principles for Responsible Investment (PRI) since April 2013, ranking ahead of the peer median score in all categories in 2020.
Investing in a sustainable and responsible manner has rapidly become a much more important consideration for banks, asset managers, their clients, shareholders and society at large.
At Capitalsave Investment Partners we believe when selecting and managing investments we must take ESG criteria into account. Despite its many challenges we see integration as the most sensible approach to meet the requirements of our investors and the broader aims of the economy, the environment and society. Although this will be an evolving journey, it is our intention to clarify our approach to this significant topic through the selection of the below explanatory pieces.
