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Sustainable Investing

We believe the active consideration of environmental, social and governance (ESG) factors in the investment analysis and decision-making process can enhance our ability to meet the long-term objectives of our funds and provide greater insight into investment risks across time frames. Proxy voting and engagement with the companies in which we invest is fundamental in driving positive portfolio outcomes.

Our Sustainable Investment Policy

The BT Sustainable Investment Policy sets out how we approach sustainable investment across our internally developed and managed investment options, including, for example, the Advance Diversified Multi-Blend Funds.

Reporting to the PRI

BT has been a signatory to the Principles for Responsible Investment (PRI) since 2007. BT undertakes a range of reporting, including annual reporting to the PRI, a public version of which can be found below. A significant component of the BT PRI response relates to the activities of Advance.

Reporting on engagement and proxy voting

As a large investor, we are able to influence companies through our assets under management and longā€term investment horizon. We achieve this by influencing the responsible practices of companies in which our funds invest, through engagement with companies and exercising voting rights (known as asset stewardship).

We use a combination of engagement approaches, but primarily engage through EOS at Federated Hermes (Hermes EOS) for global shares and Regnan – Governance Research & Engagement (Regnan) for domestic shares. Reporting on their engagement activities is provided below, along with our proxy voting records.

Climate-related disclosures

We are committed to providing our customers with clear and relevant information regarding our approach to climate-related impacts.

Things you should know

The information shown on this site is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your objectives, financial situation and needs. The information may contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, the Westpac Group accepts no responsibility for the accuracy or completeness of, nor does it endorse any such third party material. To the maximum extent permitted by law, we intend by this notice to exclude liability for this third party material. The information provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such. Information current as at November 2020 © Advance Asset Management Limited – part of Westpac Banking Corporation.