Our Sustainability
Approach

At ECP, we know environmental, social, and corporate governance factors (ESG) affect performance. To protect our clients’ capital, therefore, we’ve always insisted on understanding ESG holistically to gauge investment potential. We also hold our own operations to these standards.

Read our 2023 ESG
& Sustainability Report

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Environment

We believe businesses whose operations are damaging to the environment are not sustainable businesses and therefore are not good investment choices. Over the long-term, companies who have such practices will experience lower returns on invested capital and may experience stakeholder backlash and reputational damage resulting in the loss of their social licence to operate.

At ECP, we believe we have a responsibility to ensure our own operations do not pose any detrimental impact on our environment. We take all reasonable steps toward ensuring we work in harmony with our planet.

Related links for further reading

Social

We believe businesses that do not uphold accepted universal human rights and do not consider all their stakeholders, are unsustainable businesses and a poor investment choice. For any company, ensuring all stakeholders are appreciated and respected are central to a firm being able to achieve above-average economic performance through time.

At ECP, this belief manifests in our own working environment, which is positive, safe, and healthy. We provide our team with flexible working arrangements that allow for a work-life balance that ensures wellbeing and family come first.

Related links for further reading

Governance

We believe businesses that demonstrate inadequate corporate governance will deliver poor investment outcomes. Ensuring operations are fair, respectful and honest, should be a priority and will permeate through the whole organisation. For any company, having strong corporate governance is a prerequisite to deliver on strategic plans and business outcomes.

At ECP, we believe we have a responsibility to ensure our own governance is water-tight and ethical. To deliver this we ensure our business has appropriate risk management and compliance, that our systems and structures provide for superior value creation for our clients, and that we uphold responsible investment practices.

Related links for further reading

Article 8 Disclosures

The ECP Global Growth Fund (the Fund) is an Article 8 Fund under the Sustainable Finance Disclosure Regulation (SFDR). The Fund aims to provide capital growth in excess of the Target Performance Benchmark (“MSCI World Index”) over a rolling five-year period, through investment in an actively managed, concentrated global share portfolio. As the funds are categorised as Article 8 products, we are required to provide additional website disclosures outlining the approach taken to ensure Article 8 compliance. Further details are provided in the fund documentation available here.

Related links for further reading

Committed to
Responsible Investing

In our view accounting for ESG risks and opportunities can lead to more informed investment decisions. ECP is a signatory to the Principles for Responsible Investment Initiative (PRI) and is certified by the Responsible Investment Association Australasia (RIAA).

In 2023, ECP was named a Responsible Investment Leader by RIAA. Responsible Investment Leaders demonstrate a commitment to responsible investing; the explicit consideration of ESG factors in investment decision-making, strong and collaborative stewardship; and transparency in reporting activity, including the societal and environmental outcomes being achieved.

 
 

RIAA’s RI Certification Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations. The Symbol also signifies that ECP Asset Management adheres to the strict operational and disclosure practices and its staff undertake continuing professional development on responsible investment required under the Responsible Investment Certification Program for the category of Investment Management Service when delivering its Australian equity strategy. The Certification Symbol is a Trademark of the Responsible Investment Association Australasia (RIAA). Detailed information about RIAA, the Symbol and ECP’s methodology can be found at www.responsiblereturns.com.au together with details about other responsible investment products certified by RIAA.

The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.

                               

At ECP, we believe sustainable
business is good business.

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Ratings Disclaimers

Lonsec

The Lonsec Rating (Assigned September 2023) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to "General Advice" (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold ECP Asset Management's product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec's Ratings methodology, please refer to our website at: https://www.lonsecresearch.com.au/research-solutions/our-ratings.