Our approach is informed by our investment beliefs, and our clients’ policies and priorities together with regulations and statutory guidance. The scope includes all our own operations (buildings, travel, people, and so on), as well as portfolio implementation and responsible stewardship. This ensures our own practices align with our expectation of the companies and assets in which we invest, that this approach is seamlessly embedded in everyday activities and that it enables everyone to contribute to forging better futures by investing for a world worth living in.
As responsible investors, we recognise that every company or asset we invest in operates interdependently with the economy, civil society and the physical environment. Considering whether these interdependencies create financially material risks or opportunities for the investments is a core part of responsible investment. But this approach goes wider than just looking at individual investments – it applies to the beliefs and principles of the investor themselves and then using these beliefs and principles to guide the investor’s strategic thinking and embedding it in all that we do. It is important to emphasise that Brunel’s purpose of doing this is to better manage risk and generate sustainable, long-term returns. All actions are predicated on fulfilling our core legal obligations – our ‘fiduciary duty’ – to the client funds and their beneficiaries.
Responsible investment (RI) is central to how Brunel fulfils its fiduciary duty.