RCM and its Sustainable Investment Philosophy

Download a copy of RCM’s Sustainability Investment Philosophy
Download a copy of the RCM Sustainability Research Team’s latest brochure

RCM believes that, in today’s business environment, companies can ill afford to ignore emerging global trends and that, as an investment manager acting in the best interests of our clients, we should actively integrate the opportunities afforded by and risks associated with these trends. Thus we have developed, and are continually evolving, an integrated Sustainability Research process that will enable RCM to consider the potential financial impacts of a company’s exposure to and exploitation of environmental, social and governance issues.

The Sustainability Research process is undertaken by the RCM Sustainability Research team. Our commitment towards having a dedicated in-house Sustainability Research expertise supports our wider investment philosophy which is based on the importance of proprietary global research. The role of our Sustainability Research team is to provide its expertise in the management of specialist SRI (Socially Responsible Investment) mandates, and to engage with our sector-based research analysts on key issues impacting their sectors and companies.

RCM believes that the consideration of environmental, social and governance issues within the investment decision process provides a new and longer term perspective on evaluating risk and opportunities. This ongoing engagement with company managements provides the foundation to complement the fundamental analysis process in looking outside the typical parameters of a fi nancial model and allows for the generation of ideas for our client portfolios. RCM’s SRI funds take a “best-in-class” approach on a sector-by-sector basis, rewarding those companies that generate investment returns without prejudicing the ability of future generations to take advantage of global resources. RCM’s Sustainability Research style is principally thematically-driven, identifying “material” environmental and social trends on a sector basis.

External Initiatives

RCM recognises the importance of contributing to and shaping the debate surrounding the integration of environmental, social, and governance criteria into mainstream investment decisions and, as such, plays an active part in the external promotion of sustainable and responsible investment. RCM is a signatory to the UN Principles for Responsible Investment. RCM was also a founding member of the Enhanced Analytics Initiative and, following the merger of the EAI with the PRI, will remain committed to the promotion of better investment research. RCM is an active member of the UNEP Finance Initiative Asset Managers Working Group and was a signatory to the first Carbon Disclosure Project, before passing responsibility for Carbon disclosure on to RCM’s parent entity, Allianz SE.

RCM is one of the specialist active equity and multi-asset investment businesses within Allianz Global Investors, which is part of the Allianz group. Sustainability and competitiveness are key commitments for Allianz. This perspective forms the basis for taking a proactive approach to social change and ensuring corporate success over the long term.

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