ENVIRONMENTAL, SOCIAL AND GOVERNANCE STATEMENT
This Environmental, Social and Governance Statement sets out how the GWM Group incorporates environmental, social and governance (“ESG”) considerations into our investment approach and processes.
In this Statement when we refer to the “GWM Group” or “GWM” or “we”/”us”/”our” we mean GWM Group Holdings SA and our group entities, including GWM Capital Advisors LLP in London (regulated by the FCA) and GWM Asset Management Limited in Malta (regulated by the MFSA).
GWM acknowledges its responsibilities to contribute to a sustainable future. As such, it is our aim to ensure that we can continuously improve the environmental impact of our business as well as the impact on our community and the society at large, and that our commitment to sound and ethical business conduct is delivered.
Our investment team always strives to promote, where applicable and appropriate, awareness and understanding of ESG considerations and integrate the same into the investment decision making process and engagement efforts. As a result, where material and relevant, ESG perspectives are taken into account when assessing the risk-reward profile of potential investments. Furthermore, our investment team aspires to engage with companies when seeking to positively influence business practices.
As institutional investors signatory to the United Nations Principles for Responsible Investment (“UNPRI”), we have a duty to act in the best long-term interests of our beneficiaries. In this fiduciary role, we believe that ESG issues can affect the performance of investment portfolios (to varying degrees across companies, sectors, regions, asset classes and through time). We also recognise that applying these Principles may better align investors with broader objectives of society. Therefore, where consistent with our fiduciary responsibilities, we commit to the following:
PRINCIPLE 1: We will incorporate ESG issues into investment analysis and decision-making processes.
PRINCIPLE 2: We will be active owners and incorporate ESG issues into our ownership policies and practices.
PRINCIPLE 3: We will seek appropriate disclosure on ESG issues by the entities in which we invest.
PRINCIPLE 4: We will promote acceptance and implementation of the Principles within the investment industry.
PRINCIPLE 5: We will work together to enhance our effectiveness in implementing the Principles.
PRINCIPLE 6: We will each report on our activities and progress towards implementing the Principles.
When undertaking the ESG analysis, we will seek to obtain information from a variety of sources, including, but not limited to:
- the target company or asset itself;
- third party specialist data providers;
We integrate the consideration of ESG factors into different stages of our investment decision-making process:
For ESG related policies and disclosures please click here.
For ESG related matters and information regarding ESG at GWM please contact: ESG@gwmholding.com