We will not invest in companies which do not meet our exclusion criteria defined by the relevant Sustainable Fund Charter.

Sustainability

An investable universe of companies that we believe have a net positive alignment with one or more of the 17 United Nations Sustainable Development Goals (SDGs) and exceed Alphinity’s minimum ESG criteria. 

Exclusions

Exclusions from the investable universe, defined by the Fund Charter, for activities that we consider to be incongruent with the SDG’s. 

Sustainable compliance committee

To assist with oversight and governance, including two external experts in ESG and Sustainability.   

Stewardship 

Active ownership including company engagement, proxy voting and thematic research.   

Investment process  

An established team with a disciplined process that finds high-quality businesses with strong earnings that are under appreciated by the market.   

the 17 sustainable development goals

Below we outline our views on several sectors typically avoided in ethical investing.

Latest Insights

The Sustainability of AI: Insights from Asia’s Innovation Hubs

As the global AI race accelerates, so too does the scrutiny on its environmental, social, and governance (ESG) implications. A recent thematic research trip across Seoul, Taipei, Beijing, Shanghai, and Shenzhen offered a rare window into how Asia’s tech giants and infrastructure providers are navigating the complex intersection of AI innovation and sustainability.

One Year On: Responsible AI engagement examples and reflections

One year after launching the Responsible AI Framework with CSIRO, Alphinity reflects on how investors can navigate the growing risks and opportunities tied to AI adoption. This update shares real-world use cases, ESG insights and lessons from over 40 company engagements, showcasing how responsible AI practices are evolving across sectors.

On the Road with Alphinity: Santos Carbon Capture and Storage Project in Moomba, South Australia

The Moomba Carbon Capture & Storage Project, capturing 10% of South Australia’s annual CO2 emissions, is among the largest and most cost-effective globally. Jess Cairns visited the site opening to gain deeper insight into this potential turning point for CCS in Australia.

Podcast: Responsible AI use in corporates with Jessica Cairns

With the rapid adoption of artificial intelligence, companies are facing growing pressure to ensure their AI practices are ethical, transparent, and aligned with environmental, social, and governance (ESG) principles.