ESG Philosophy
At Bell Asset Management, we believe how companies are run matters as much as what they do. ESG factors affect the long-term sustainability of a business and, by extension, the returns we generate for our clients. That's why ESG analysis is a key part of how we invest.
Rather than impose a single ESG framework across the firm, each investment team applies ESG thinking in a way that is appropriate and rigorous for their particular approach. The tools, screens, and engagement methods will differ. The underlying philosophy does not.
We take proxy voting seriously, it is one of the most direct ways shareholders can influence corporate behaviour. We vote with purpose, as active owners who believe engagement and accountability lead to better outcomes for companies and our investors over time.
Visit our philosophy pages for more detail on how each team applies their investment approach.
ESG Engagement
Our investment teams assess ESG capabilities through a rigorous and multi-faceted approach. This includes direct engagement with company management, insights from index providers and specialist ESG research firms, and a range of additional third-party sources where relevant. We believe meaningful ESG assessment requires first-hand dialogue with the companies we invest in, not just reliance on external scores or data providers.
PRI
Bell Asset Management is a signatory to the UN-supported Principles for Responsible Investment (PRI). As a signatory, we are committed to incorporating environmental, social and governance (ESG) considerations into our investment processes and ownership practices, and to reporting annually on our progress. You can view our latest Transparency and Assessment Reports below.
Proxy Voting
You can view our latest Proxy Report below
