Responsible investment

Phoenix Portfolios considers the impact of Environmental, Social and Governance (ESG) 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 - 2020

Phoenix Portfolios
Proxy Voting Policy

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DOWNLOAD

Phoenix Portfolios Engagement and ESG Policy

Phoenix Portfolios Environmental and Social Ratings Guide

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DOWNLOAD
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 - 2020

DOWNLOAD

Phoenix Portfolios Proxy Voting Policy

DOWNLOAD

Phoenix Portfolios Engagement and ESG Policy

DOWNLOAD

Phoenix Portfolios Environmental and Social Ratings Guide

DOWNLOAD