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 (http://www.unpri.org), which promotes the inclusion of ESG issues in the investment process through putting the six principles of responsible investment into practice.
Proxy Voting Report - 2019
Phoenix Portfolios Proxy Voting Policy
Phoenix Portfolios Engagement and ESG Policy
Phoenix Portfolios Environmental and Social Ratings Guide