Socially Responsible Investing

At DNR Capital, we believe that socially responsible investment (SRI) is synonymous with quality. Quality companies with strong environmental, social and governance (ESG) capabilities are more likely to make better business decisions across the company, which drives long-term investment returns. We have a long history of incorporating ESG factors into investment decision-making across all our investment strategies. Our ESG rating is a core component of our proprietary ’Quality Web’.

In 2006, DNR Capital launched the Australian Equities Socially Responsible Portfolio, one of Australia’s first dedicated SRI strategies.

DNR Capital have been a signatory to the Principles for Responsible Investment (PRI) since 2009 and as at 2020 had an ”A” rating for strategy and governance.

Our approach

Socially responsible investing is complementary with our investment philosophy. We have a well-resourced, in-house investment team who conducts ESG analysis and our long-term investment horizon enables us to take a long-term view on ESG factors.

Our ESG rating is one of five components of our proprietary ’Quality Web’, which is used to assess the quality of companies. Our ESG rating is supplemented by Sustainable Development Goals (SDG) opportunity analysis. The outcomes of these assessments informs investment decision-making and portfolio construction.

 

View ESG policy

Stewardship

The integration of ESG into investment decision-making is supplemented by our stewardship initiatives, which include company engagement and proxy voting.

As a well established Australian equity investment manager, we have strong engagement with the companies within our portfolios. To better understand material ESG factors identified in the investment decision-making process, DNR Capital works to forge relationships with the management teams of companies within our portfolios.

 

View Corporate Engagement Policy

 


 

Proxy voting forms the second component of our stewardship program. At DNR Capital, it is our policy to vote on all proxy resolutions where clients have given us authority to do so. The guiding principle is that voting outcomes must be in the best interests of our clients.

View Proxy Voting Policy

Socially Responsible Investment Committee

DNR Capital’s SRI capabilities are governed by the Socially Responsible Investment Committee (SRIC). This committee was established in 2010 and oversees the implementation of our ESG policies and integration of ESG into investment decision-making.

Socially Responsible Investment Solutions

In 2006, DNR Capital launched its bespoke Australian Equities Socially Responsible Portfolio, one of Australia’s first dedicated SRI strategies.

This strategy delivers responsible investment through the adoption of an integrated, engagement and negative screening strategy. DNR Capital’s SRI Portfolio has been certified by the Responsible Investment Association Australasia (RIAA) in accordance with the strict guidelines of its Responsible Investment Certification Program.

In addition, DNR Capital has the capability to work with clients to deliver bespoke socially responsible investment solutions. For retail investors, this includes the ability to apply negative screens to our IMA and SMA product offering.

Learn more about DNR Capital’s Australian Equities Socially Responsible Strategy.