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) where it acts as a Responsible Entity/trustee of a managed investment scheme.

The statement identifies four core responsible investment beliefs:

• Environmental, social and governance (ESG) factors can be a source of opportunity and risk in the management of investment portfolios;
• Consideration of ESG factors assist 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 Standard sets out IISL’s approach to proxy voting for all of its investment management activities.

View the IISL Proxy Voting Summary for the 2022-23 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.