2022 ESG and Sustainability Report

A message from Alphinity’s founders

At Alphinity, we are always striving to do things better. We believe that continuous improvement is essential for running our business well and serving the best interests of our clients. Responsible investing is a dynamic and ever-evolving space. It’s important that we stay on top of these changes, continue to expand our thinking as fund managers and raise the bar in the responsible investment landscape.

We are pleased to present Alphinity’s second annual Environmental, Social and Governance (ESG) and Sustainability Report. This report demonstrates our efforts in responsible investment across FY22 and highlights key ESG and sustainability outcomes and achievements across all Alphinity funds including the Australian Share Fund, Concentrated Australian Share Fund, Australian Sustainable Share Fund, Global Equity Fund, and Global Sustainable Equity Fund.

About this report

This report has been structured around a set of material issues. To identify the most material ESG issues we completed:

  • Analysis of Alphinity’s internal ESG materiality assessment and main data outputs
  • A workshop with Alphinity team members in which each was asked to identify the most relevant ESG aspects for the
    firm’s holdings and the investment process
  • Interviews with clients to identify the ESG topics they would like to see included in this report

The outcomes of the above activities are shown below:

To view the full report and findings in more detail, please click here.

To view a summary of the 2022 ESG and Sustainability Report, please click here.

This material has been prepared by Alphinity Investment Management ABN 12 140 833 709 AFSL 356 895 (Alphinity). It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Any projections are based on assumptions which we believe are reasonable but are subject to change and should not be relied upon. Past performance is not a reliable indicator of future performance. Neither any particular rate of return nor capital invested are guaranteed.