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Clear and consistent information

Evidencing our approach

We recognise the critical role that high-quality data and information play in evidencing our approach to responsible investment. Our team of experts excels in handling and analysing data, ensuring that we maintain the highest standards of accuracy and insight.

We ensure the integrity and reliability of our investment data by collaborating with leading ESG data providers and combining up-to-date fund holdings information with qualitative and quantitative assessments. This enables us to make informed and responsible investment decisions.

Our reports and policies

Voting policy and reports

All our responsible investment policies and reports in one place including our responsible investment and engagement policies, and our annual and quarterly voting reports.

TCFD reporting

Our reporting on climate-related risks and opportunities consistent with the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) for Quilter plc, Quilter Life and Pensions Limited, and WealthSelect.

WealthSelect Responsible investment reports

Quarterly reports designed to help you review the responsible investing credentials of the WealthSelect Responsible and Sustainable Portfolios and monitor how they are achieving their non-financial investment objectives.