Responsible Investment

The ValueInvest Team believes responsible and sustainable investing to be a significant component in accomplishing successful outcomes in the long term. We have formally integrated the principles of responsible investments into our investment processes, including implementing the principles set out in our ESG (Environmental, Social, and Corporate Governance) Policy.

Please find the disclosures relating to the Sustainable Finance Disclosure Regulation (SFDR) in the Key Documents box on the right:

Manager SFDR Disclosures are available here and includes information on how Macquarie Asset Management, including Macquarie Investment Management Europe SA (MIME SA), takes into account Principal Adverse Sustainability Impacts (PASI) and contains disclosures in relation to Sustainability Risks and Remuneration Policies pursuant to Articles 3, 4 and 5 of SFDR

SFDR ValueInvest Global Equity Managed Accounts – Sustainability-related Disclosure: includes information on how MIME S.A. integrates sustainability risks into its investment decisions for its ValueInvest Global Equity managed accounts and the extent to which they promote environmental and/or social characteristics, pursuant to Article 10 of SFDR

Key Documents

ESG Policy

2022 ESG Report

SFDR ValueInvest Global Equity Disclosure

Other than Macquarie Bank Limited (MBL), none of the entities noted are authorised deposit-taking institutions for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise.

Shareholder Rights Directive
Macquarie Investment Management EMEA is currently considering whether it will adopt an engagement policy pursuant to Article 3g of the amended EU Shareholder Rights Directive (Directive 2007/36/EC). When that decision has been made, this webpage will be updated accordingly.