Responsible Investment Literature
Responsible Investment Policy Report
This policy statement covers the investment governance with relation to responsible investing and environment, social, and governance (ESG) frameworks and should be considered in the context of our governance and charter documents.
Financial Services Council Questionnaire
This document includes Value Investment Partners' response to the multi-asset and tactical asset allocation strategy Financial Services Council Questionnaire package. As a firm transparency is key and we believe that all our investors should have access to as much non-proprietary information as possible.
Climate Sustainability ESG Metrics
This policy statement covers the ESG metrics and product exclusion definitions for the applied screens that make part of the portfolio construction of the VIP Climate Sustainability Portfolio.
Climate Sustainability Company Compendium
This document details the underlying investments of the VIP Climate Sustainability Portfolio, what industries they participate in, what operating activities they undertake, and how they have involvement in the types of products and services aligned with the investment objective in the model mandate.
Diversified Ethical ESG Metrics
This policy statement covers the ESG metrics and product exclusion definitions for the applied screens that make part of the portfolio construction of the VIP Diversified Ethical Portfolio.
Diversified Ethical Investment Compendium
This document details the underlying investments of the VIP Diversified Ethical Portfolio, what industries they participate in, what operating activities they undertake, and how they have involvement in the types of products and services aligned with the investment objective in the model mandate.
Value Investment Partners is soon to reach a decade of servicing our clients and facilitating the achievement of their financial goals. Over those years we not only have achieved this through strong absolute returns in all of our product offerings but strived to improve the firm’s operations, procedures, and policies so we can continue to service new and existing clients with improved experiences. This policy is the next step in the firm providing exceptional service and communication to its clients.
We have a clear set of beliefs as investment professionals and our vision is to protect and create wealth for our investors by proactively managing portfolios of transparent, well managed, easy to understand, and undervalued investments, all of which follow a rigorous investment management process that aims to protect wealth and minimise investment risks in volatile times.
Core to this objective is the belief that the investments that meet our requirements to achieve long term wealth creation and protection are those which are managed well and run responsibly. Although this is how we have conducted ourselves as an investment manager over the last decade, it is not until now that we have formalised our approach to responsible investing based off the success of our responsible investment management process employed over the last decade.
The policy statement details the responsible investing practices which have been an intrinsic part of the investment process since the firm’s inception, as well outlining the new policy measures that are being integrated into our investment approach for all products. Particular attention will be paid to new theme-based investment products with investment objectives and mandates founded in ESG principles.