2023 ESG and Sustainability Report

Introduction from the Alphinity 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 proud to present Alphinity’s third annual ESG and Sustainability Report. The report is full of case studies and examples that demonstrate our ongoing commitment to sustainability, investing responsibly and transparency. We hope it will provide some insight to you on our ESG and sustainability related priorities, processes, policies and outcomes.

In alignment with our dedication to responsible investment, this report serves as an overview for both our operations and investment practices. Beginning with operational initiatives to manage our environmental and social footprint, the report then delves into four of our pillars of responsible investing: ESG integration, stewardship and active engagement, sustainable investing and thematics. Our annual reporting and policy documents demonstrate our commitment to transparency, our fifth pillar.

Highlights

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

To view a summary of the 2023 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.