Responsible Investment

Our Responsible Investment Statement defines the role Responsible Investment plays in the assessment, selection and monitoring process of externally appointed managers and outlines the framework for identifying and managing Environmental, Social and Governance (ESG) risks and opportunities across a number of Managed Investment Schemes This Policy covers IOOF Investment Services Limited (IISL) where it acts as a Responsible Entity/trustee of a managed investment scheme.

The policy identifies four core Responsible Investment beliefs which promote ESG principles and considerations in our investment decisions and offerings:

• ESG issues can be a source of opportunity and risk in the management of investment portfolios;
• Consideration of ESG issues assists in meeting long-term performance objectives;
• Proxy voting and company engagement can positively influence corporate behaviour; and
• Climate change creates significant long-term risks and opportunities that require special attention.

Our Proxy Voting Policy sets out IISL’s rules that are applied in relation to proxy voting and the disclosure of voting activities.

View the IISL Proxy Voting Summary for the 2023-24 financial year.

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

Responsible Investment across the Insignia Financial Group

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

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