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Responsible investing at MandG

Responsible Investing at M&G

  • Our responsibility as investors
  • Why is responsible investing important?
  • Our approach
At M&G we are, first and foremost, stewards of our customers' assets, and we take seriously the responsibilities that come with this role. Our responsible approach to investment management is long-term, and we encourage all our investment professionals to think creatively, act with conviction and work collaboratively to meet our customers' changing needs.
Today we manage the long-term savings of millions of people across Europe, Asia and the Americas. Our customers include individual investors and savers and a wide variety of institutional investors. Meeting the expectations of this diverse client base means sticking to our principles; taking a responsible, active and long-term approach, which considers all the relevant financial and non-financial elements of our investments.
We encourage responsible practices in our investee companies through active engagement with company management, while using our votes to protect the interests of our customers as shareholders. Working closely with management of the companies in which we invest helps ensure they are delivering the best possible long-term, risk-adjusted returns. This includes considering the environmental, social and governance (ESG) practices of these companies, where these issues can represent material long-term risks and opportunities.

Our customers, meanwhile, want to know what our responsible approach means in practice; how ESG factors are being considered, how we are voting on their behalf and what our company engagements actually entail. To find out more about how we use our position as long-term, active investors to promote good practices at our investee companies, download our Corporate Finance and Stewardship Report.

The value of a fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.

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Insights

M&G Investments' approach to climate change

MandG-approach-to-climate-changeClimate change presents immediate and material systemic risks to the financial stability of the global economy, the long-term environmental health of the planet, and ultimately the cohesive functioning of society.

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M&G (Lux) Sustainable Allocation Fund - ESG and Positive Impact Review

SUSA-ESG-Impact-ReviewThis ESG & Positive Impact Review looks at how we approach sustainable investing, how the ESG-screens we employ are applied and influence the shape and construction of the fund. It also looks at how we engage actively with our investee companies.

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Making a difference (and a return)

shutterstock_404041339Find out more about how investors are playing an increasingly pivotal role in directing capital to where it is most needed.

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Corporate Finance and Stewardship Report 2018

RI-report2018Responsible Investing

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Introducing the M&G (Lux) Positive Impact Fund

ZM7rn_frame_25In this video John William Olsen, Fund Manager, and Ben Constable Maxwell, Head of Sustainable Investing, introduce the M&G (Lux) Positive Impact Fund discussing what is impact investing, how the fund measure impact and the main strategies of the fund.

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Democratising sustainable investing

Democratising-Sustainable-InvestingSustainability has become a key item on the agenda of governments, institutions, corporates and private investors, large and small.

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Pandemic: The inextricable link between human, animal and ecosystem health

PANDEMIC-human-animal-ecosystem-health-THUMBNAILThis research analyses the extent of links between population growth, resource scarcity, unsustainable production and consumption models, climate change and the emergence of communicable diseases.

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Case studies

Our fund managers believe that the long-term success of companies is supported by effective investor stewardship and high standards of corporate governance. We believe that if a company is run well, it is more likely to be successful in the long term. Social and environmental issues can also have an important impact on company performance. Well-managed companies take these issues into consideration as part of their successful development.

We engage with investee companies, alongside the investment teams, on issues including board composition, strategy, culture, capital allocation, executive remuneration, mergers and acquisitions and social and environmental responsibility.

Gibson Energy – Strategy

GibsonWe believed that Gibson Energy was too diversified and, in our assessment, needed to undertake a strategic review and restructure its portfolio of assets by selling non-core businesses and becoming more focused on infrastructure.

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HSBC – ESG

HSBCWe wanted to understand the HSBC’s current strategy to tackle financial crime and their commitment to sustainable finance.

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Unilever – Corporate structure

UnileverWe became concerned with consumer giant Unilever after the company announced its intention to move from a dual corporate structure to a single structure, based in the Netherlands.

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Funds

While M&G fund managers incorporate ESG considerations in their investment approaches, the following funds have adopted a more systematic approach to the integration of ESG.

Range-of-ESG-Solution-Visual-CH-09-19-800x444 

Source of all information: M&G Investments, September 2019.

Explore M&G’s fund range

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For Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals. The value of investments will fluctuate, which will cause fund prices to fall as well as rise and investors may not get back the original amount invested.