SOCIALLY RESPONSIBLE INVESTMENT PROCESS & CRITERIA

The Socially Responsible Investment Fund invests in a diversified range of defensive and growth investments, that we consider environmentally and socially sustainable, whilst still meeting our traditional investment criteria. Investments are carefully selected through our stringent Socially Responsible Investment (SRI) process and criteria.

Our SRI process is conducted by assessing the type of business activity a company is involved in and its performance or impact on Environmental, Social and Governance (ESG) factors. 

Our view is that a long term holding of high performing ESG companies should translate into relative outperformance as the trend to regulate, increase efficiency, promote sustainability and eradicate corruption continues.

Our SRI process, entailing screening and research of investment suitability, is conducted alongside our traditional investment methodology.

Fundamental analysis asset allocation and valuation remain the primary drivers of portfolio construction and implementation.

For more information: 

Socially Responsible Investing Policy

An Intro Guide to Socially Responsible Investing

- QUAYSTREET INVESTMENT PROCESSES - 

Traditional investment decision making applied to portfolio construction and implementation can typically be separated into three steps:

SRI chart 1

Our approach to SRI adds two steps of analysis to our traditional investment decision making process as outlined in the flow chart below:

SRI chart 2

*In certain situations, QuayStreet may invest in Collective Investment Vehicles (CIVs) or derivatives where it may not be practical or cost efficient to obtain direct investment exposure in underlying assets. In those instances, QuayStreet will use best endeavours to use those CIVs and derivative instruments that implement restrictions and screening process that is consistent with QuayStreet’s SRI Policy. Due to slight differences in methodology, there may be some unavoidable exposure to companies that otherwise would be excluded under our criteria. This Policy does not apply to investments whose returns correspond to the inverse of the underlying asset’s performance.