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1、ESGSpotlightShiningalightonSustainableFinance.AssetandWealthManagersInthisspotlightweappraiseESGreportingoftheAssetandWealthManagers.Tocoveralltheissuesinonereportwouldbeaherculeaneffort;asaresult,werecalibratetheboundariesandtakeapentathlonapproach.Specifica
2、lly,wescoretheAssetManagersonresponsibleinvestment,climatechange,humancapitalmanagement,otherstakeholdermanagementandcorporategovernancedisclosure.Onourappraisal,MacquarieGroup(MQG)winsthepentathlonflankedbysilverandbronzemedalistsPDLandCGF.IFLandPTMstrugglet
3、ofindconsistencyacrossallcategories.·Thepentathlonapproach.WeexamineeachAssetManager'sapproachtoCorporateResponsibilityandformourownappraisaloftheirESGreporting.Thekeyaspectofapentathlonisthepointsystem,wherebyeachcompetitorisawardedpointsbasedontheirperforma
4、nceineachspecificevent,withtheoverallwinnerbeingthecompetitorwiththemostpointsattheend.Wetakethisapproachandscorethebanksbasedonthefollowingcriteria:1)responsibleinvestment,2)climatechange,3)humancapitalmanagement,4)otherstakeholdermanagementand5)corporategov
5、ernance.Ourapproachincorporatesdisclosureonpolicies,initiatives,metricsandtargets.·Macquariewinsbyawhisker.Onourappraisal,Macquariewinsthepentathlon,withthehighesttotalpointscore.HighrankingMQG,flankedbyPDLandCGF,arefollowedbyAMP,PPT,JHG,MFG,IFLandPTM.Whileou
6、rAssetManagershavemadeconsiderableinroads,thereisstillsomegroundtobemadeup.·TheRoyalCommissionhasshoneaspotlightoncultureandconductwithinthefinancialservicesindustryandmanyofthecompaniescoveredherewereeitherdirectlyorindirectlyaffected.AMPhadissuesaroundfeesf
7、ornoservice,aswellasquestionsaroundhowitprovidedtrusteeservicesinsuperannuation.IFLitappearshashadsignificantissueswithregulators,particularlyAPRAwithregardstoitstrusteearrangements.MQGwasshowntohaveissuesbuthadtakenstepstoquicklyfixthem.Thefundmanagerswereno
8、tdirectlyfocusedon,inlargepartarguablybecauseoftheirsmallersizeandbecausealotoftheirdealingswithclientswouldbethroughintermediaries.TheRoyalCommissionundoubtedlywillhavesignificantimpacto
