Investment Approach

ESG Philosophy

Bell Asset Management (BAM) employs a robust and ongoing commitment towards integrating Environmental, Social and Governance (ESG) issues within our investment process. We employ a disciplined investment framework combined with Stewardship and ESG specific activities including ESG screening, ESG analysis, active engagement and proxy voting with companies in all of our portfolios.

We believe that integrating ESG factors into our investment process will deliver superior long term returns to our clients. We believe that as stewards of our client’s capital, active ownership and engagement is in the best interests of our investors.

ESG Philosophy

The 2020 PRI Assessment report and Transparency report is available, please contact the Institutional client services team

Documents below are available for download and can also be found on our Disclosure page:

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