Responsible Investment

Phoenix Portfolios considers the impact of Environmental, Social and Governance issues both with respect to running its own business and with respect to its role as a fiduciary for clients.

Phoenix Portfolios has an investment philosophy built around long term fundamental research.   We believe that a long term approach to business which incorporates ESG factors is likely to result in a stronger and more sustainable business model and these factors are taken into consideration when estimating valuations.

Phoenix Portfolios is a signatory to the United Nations initiated Principles for Responsible Investment (, which promotes the inclusion of ESG issues in the investment process through putting the six principles of responsible investment into practice.



Proxy Voting Report - 2020

To view our proxy voting report for 2020, please click here.


Phoenix Portfolios Proxy Voting Policy

Click here for our Policy


Phoenix Portfolios Engagement and ESG Policy

Click here for our Policy


Phoenix Portfolios Environmental and Social Ratings Guide

Click here for our Guide