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Responsible Investment
Responsible investment
Responsible investing has always been at the heart of Equitix’s approach to investing in critical infrastructure. We integrate the consideration of material sustainability factors throughout the investment process and ongoing investment management period as we believe this helps to identify opportunities and mitigate risks for our investors and communities served.
Our approach to investing in and managing vital infrastructure incorporates consideration of material sustainability factors, ensuring that we take a long-term, responsible view to deliver positive outcomes”
Purpose
Our ESG and sustainability strategy has 3 core drivers:
Firm ethos and long-term investment horizon
- Long-term investment time horizon requires consideration of material sustainability issues
Opportunity and risk identification
- Integration of relevant sustainability factors throughout the investment lifecycle
Meeting client preferences and stakeholder requirements
- ESG and sustainability requirements influence strategy and drive data collection and reporting
Principles
Our ESG and sustainability framework positively contributes to investing responsible with a long- term view. The principles underpinning this framework are:
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Client-driven
- Listen and understand our existing and prospective LP requirements
- Respond to their needs and priorities for responsible investment
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Consistent
- Be consistent in our approach, integrating sustainability factors where they are material to investment performance
- Use representation on asset boards to drive positive performance
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Transparent
- Communicate transparently to our stakeholders on strategy, objectives and outcomes
- Explain in simple terms the data, assumptions and impact of our responsible investment activities
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Leadership
- Engage positively with industry and government on value accretive sustainability initiatives
- Strive to lead by example and adopt high standards of governance across our approach
We are focused on driving progress and improvement across the following 4 core priorities, which we consider to be most relevant to our investment strategy:
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Biodiversity
- Biodiversity improvement
- Circular economy
- Asset end of life strategy
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Governance
- Asset governance
- Skills and development
- Reporting and standards
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Climate
- Asset resilience
- Transition risk and opportunity
- Decarbonisation to net zero
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Communities
- Asset employees
- Asset users
- Neighbouring communities
Commitments
We are committed to support progress against the following frameworks:
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Currently awarded:
- 5* Confidence Building Measures
- 4* Direct – Infrastructure
- 4* Policy Governance and Strategy
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Committed to:
- Support the goal of net zero GHG emissions by 2050, in line with global efforts to limit warming to 1.5°C
- Support investing aligned with net zero emissions by 2050 or sooner
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Committed to:
- Integrate the 4 core recommendations and 11 recommended disclosures of the TCFD
- Reporting to be published at entity and product level in line with FCA requirements
ESG: Reports, Disclosures And Policies
To access the Equitix Annual Sustainability Report, our Responsible Investment Policy, SFDR disclosures, and other relevant reports, please click on the relevant link below.
Equitix maintains information required under Article 10 SFDR in the ESG folder of the Intralinks Dataroom and Investor Portal. Access to the Intralinks Dataroom and Investor Portal is available to certain prospective and existing investors in Equitix funds and managed accounts.