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ESG & Responsible Investing

At Mutual, we recognise the importance of ESG.

In the world of funds management, Environmental, Social, and Governance (ESG) factors have become increasingly vital. As investors seek not only financial returns but also positive impacts on society and the environment, integrating ESG considerations into investment strategies has become paramount. At Mutual, we recognise the importance of ESG.

Our Aim

Our aim is clear: to deliver sustainable and predictable investment benefits to all stakeholders while striving to be leaders in the fixed interest investment space. We have a minimum ESG criteria for both the portfolio and individual investments within the Funds, and assess these at least monthly and at the Investment Committee Level to ensure these standards are maintained and that ESG considerations are always known and monitored.

Our Commitment

The Principles for Responsible Investment (PRI) are a set of voluntary and aspirational principles aimed at integrating ESG factors into investment practices for a more sustainable financial system. As a proud signatory to the PRI, we are committed to adopting and implementing the principles, providing annual reports on our progress.

There are three layers within our ESG Approach

Overriding guiding ESG Principle Statement

ESG Principle Statement, last updated March 2024.

Improved depth and clear rules around ESG breaches.

Engagement Policy formalized and deployed.

Improved policy visibility.

Dedicated ESG gatekeeper.

ESG Approach and Internal Procedures

ESG procedures, last updated March 2024.

Strengthened connection between investment decision and ESG fundamentals, including tangible rules around ESG shortcomings and failures by issuers.

ESG Analysis and Assessment Tools utilized

Tangible commitment to ESG upskilling.

Bespoke scoring system to assist with effective portfolio management across APRA regulated issuers, non-bank originators and structured credit deals.


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