Responsible Investment

Our Responsible Investment Statement describes the role responsible investment plays in the assessment, selection and monitoring process of externally appointed managers. The statement covers IOOF Investment Services Limited (IISL, Our) where it acts as a Responsible Entity/trustee of a managed investment scheme.

The statement identifies three core responsible investment beliefs:

• Environmental, social and governance (ESG) factors can be a source of opportunity and risk in the management of investment portfolios;
• The consideration of ESG factors assist in meeting Our long-term performance objectives; and
• Proxy voting and company engagement can influence corporate behaviour.

Our Proxy Voting Standard sets out IISL’s approach to proxy voting for all of its investment management activities.

View the IISL Proxy Voting Summary for the 2020-21 financial year.

For information on Responsible Investment for OnePath Funds Management and OnePath Custodians (ANZ Smart Choice, OptiMix and OnePath investment funds), please visit the OnePath website.

Responsible Investment across the IOOF Group

To find out more about Responsible Investment in IOOF’s superannuation business, (including IOOF Investment Management Limited) read our APRA Regulated Entity Responsible Investment Position Statement.

For more information about Responsible Investment across Insignia Financial Group please visit the website.