Sustainable Investing
A commitment to sustainability
PAM’s sustainable investing philosophy in short is that everything we do should, to some extent, be viewed with a sustainable mindset.
We believe that in order to better safeguard the long-term interests of our clients we need to be a responsible investor and sustainability for us is a firm wide commitment. We strive to advance sustainable practices and remain committed to continuous improvement.
PAM is proud to be a signatory to the UN Principles for Responsible Investment (UN PRI). As a firm, this requires an understanding of Sustainable investing concepts, education and identifying how our decisions impact the real world.
What is sustainable Investing?
Sustainable investing is a catch-all term for investing in a way that accounts for being socially responsible and investing ethically while also seeking returns.
At PAM we use the term sustainable investing to capture the various methods of incorporating concerns around Environmental, Social and Governance (ESG) issues into our investment decision making processes.
We use sustainability as an important consideration both in terms of specific mandates that are designed to focus on sustainable themes, but also within our more conventional equity, multi-asset and alternative products.
Dedicated sustainable offerings
Pacific Asset Management has an outstanding track record of Sustainable Investing, offering a range of sustainable MPS Multi-Asset portfolios dating back to 2012, a UCITs Multi-Asset sustainable range and an Article 8, global long only Longevity & Social Change fund.
Within these strategies sustainability is the main driver of returns, employing globally recognised frameworks and inhouse sustainability and ESG tools to assess the sustainability credentials of the underlying investments.
The PAM Multi-Asset Sustainable ranges offer investors the opportunity to invest in a truly multi-asset solution which makes genuine sustainable investment choices.
Whilst the Pacific Longevity & Social Change Fund focuses on secular multi-year Longevity & Social Change themes with the S in ‘ESG’ at its core. As an Article 8 fund the portfolio team are committed to promoting ESG characteristics.
Sustainability integration
For strategies where sustainability is not the primary driver we are committed to integrating sustainable considerations into all investment processes.
The PAM Responsible Investment Committee led by specialist Sustainable Portfolio Manager and Chief Sustainability Officer, Will Thompson, meets regularly to ensure that as a firm, investment teams are implementing best practice within their asset class with respect to Sustainability, subject to their mandate constraints.
The Committee meet the PAM Single Manager Teams on a quarterly basis to discuss their Sustainable processes. For strategies where sustainability is not the primary alpha driver this forum serves as an idea sharing platform for continued development in the sustainable space.
Sustainability integration
For strategies where sustainability is not the primary driver we are committed to integrating sustainable considerations into all investment processes.
The PAM Sustainable Oversight Committee led by specialist Sustainable Portfolio Manager Will Thompson, meets regularly to ensure that as a firm, investment teams are implementing best practice within their asset class with respect to Sustainability, subject to their mandate constraints.
The Committee meet the PAM Single Manager Teams on a quarterly basis to discuss their Sustainable processes. For strategies where sustainability is not the primary alpha driver this forum serves as an idea sharing platform for continued development in the sustainable space.
Sustainable Future, unbound by conventions
As a medium size, independent Asset Manager, PAM is able to concentrate on a few quality strategies.
As such, we do not have the inherent contradictions of some larger asset managers who offer products that may challenge the principles of their sustainable products.
PAM also actively develops technology based sustainable solutions both for in-house sustainable analytics and wider industry user tools.
