Responsible investing

Long-term perspective

Our purpose is to protect and enhance our shareholders’ wealth.

We take a long-term approach, in which ESG factors sit alongside traditional financial measures to give a complete view of the value, risk and return potential of any investment.

Our investment process demands a deep understanding of the sustainable drivers of investment performance, and integrating ESG factors helps us to deliver enhanced returns over the long term.

Responsible Investment Framework & Policy

JRCM is a signatory of the UN Principles for Responsible Investment and has in place its own Responsible Investment Framework & Policy. This ensures due consideration of ESG and sustainability factors from the time we enter an investment to the time we exit, helping to reduce risk exposure, enhance returns and meet the expectations of our shareholders.

Guided by our framework, we commit to high-quality investments for the long term.

Three core principles

As a fund designed to build wealth that grows with our shareholders and future generations, we have adopted three core principles of responsible investing:

1

ESG factors influence a company’s performance. Those who take ESG factors seriously typically produce meaningful long-term returns through market cycles.

2

Applying an ESG lens gives us a full picture of risk and return opportunities, which results in better decision making.

3

Continual engagement with our counterparties throughout the time we hold the investment protects and enhances our shareholders’ capital, which aligns with our corporate objective.

Strong governance & relationships

We have learned over decades of investing that where governance standards are high, and where we have deep and transparent relationships with our investee companies and managers, our investments are more likely to deliver long-term, sustainable value to our shareholders. This is core to our investment approach.

View our Responsible Investment Framework & Policy here