“Partfield is investing in the big ideas. Our forward-thinking insights are shaping the future of finance.”
Our Commitment to Responsible Investing Partfield Investors is focused on delivering market-leading, risk-adjusted long-term investment results to our clients. We believe that integrating Environmental, Social, and Governance (ESG) factors into our investment decision-making and ownership practices are fundamental to achieving that goal. Our investment professionals are finely attuned to the disruptive risks and opportunities an ESG perspective presents – and they seek to be at the forefront of anticipating and adapting to those risks. We measure our success based on the outcomes we deliver to clients and we understand that for many clients, the actual holdings of their portfolio are an important consideration in combination with their investment results.
ESG Oversight and Implementation In keeping with our belief that our investment teams should structure their processes in ways that best deliver required client outcomes, we do not apply top-down rules or an exclusionary approach to ESG integration. Rather, each team defines the ESG considerations they believe are material to the long-term, sustainable growth of the companies in which they invest. Within the overall corporate framework and guidelines that have been established by the firm, we believe strongly that commitments and accountability for ESG considerations must rest within the hands of Portfolio Managers and their teams. Rather than pursue a one-size-fits-all approach, each team is responsible for articulating their specific objectives as part of their Investment Policy Statement. This means that the evaluation of our implementation of ESG criteria is carried out at the strategy level and we are extremely comfortable in having each team stand on its own merits. Partfield’s investment teams manage portfolios that reflect different ESG requirements.
We also have strategies that have a unilateral focus on sustainability. On a corporate level, we support the investment teams to ensure that ESG considerations are embedded in their work. This support includes centralised functions, such as data management, research, investment platforms, and risk management tools:
- Internal Research Platform: Investment teams share relevant ESG research produced in-house by our analysts across a centralised research platform.
- Governance & Responsible Investment Team: A specialised group focused on ESG analysis, company engagement, and voting that serves as a resource for all our investment teams and supports ESG integration throughout the organisation.
- ESG Risk Reporting: ESG data is incorporated into our risk reporting tools, covering issues such as exposure to companies with low ESG ratings, controversies, weak corporate governance, and climate risk.
- ESG Research, Data, and Ratings: We subscribe to a broad range of external ESG information providers and make this information available directly to the investment teams. Our investment teams define and regularly review their ESG commitments. Investment teams are held accountable by our centralised risk management and performance oversight processes.
Our Commitment to Diversity, Equality & Inclusion
Our Diversity & Inclusion Committee and Regional Councils serve to identify aspects of diversity and inclusion in the regions in which we operate. Our Employee Resources Groups offer insight to build an inclusive workplace where employees can be their authentic selves. Partfield has made strategic advancements in our policies, recruitment efforts, and employee professional development. We will continue to focus on opportunities to improve amongst other areas and are working diligently to close the gender pay gap and achieve gender balance within our organisation.
Transforming the Client Experience
Three emerging technologies. Four ways they’re transforming the client experience. Over the past several years, Partfield has significantly increased its technology spend. The company is on a mission to accelerate innovation using technologies like robotics, machine learning, and blockchain, as well as to build up robust expertise in deploying these technologies across the firm. Our digitization strategy embraces everything from upgrading our existing operating model to building entirely new platforms.
The question is, are these investments paying off in practical applications? And how do clients benefit from these investments? Each of these three technologies deserves a closer look: