Responsible Investing

Supporting investors sustainability goals, as well as their returns

A key part of our investment process is to consider material risks and opportunities facing companies and industries including Environmental, Social and Governance (ESG) issues.

Our team diligently engages with companies on ESG risks and opportunities, with the aim of strengthening our conviction in portfolio risk management and improving investment outcomes.

Responsible Investment Timeline

Magellan is recognised as a Responsible Investor by the Responsible Investment Association Australasia (RIAA).

This acknowledges our commitment to responsible investing and our explicit consideration of environmental, social and governance factors in investment decision making.

Responsible Investment Benchmark Report

Responsible Investment Benchmark Report

In 2022, Magellan became signatory to the Net Zero Asset Managers initiative.

Net Zero Asset Managers Initiative
This initiative is an international group of asset managers committed to supporting the goal of net zero by 2050 or sooner.

Climate Stewardship Strategy
Our approach to engagement and voting for climate-related risks and opportunities, forms part of our commitment to the Net Zero Asset Managers initiative.

Responsible Investment Benchmark Report

ESG Policy
How ESG issues are incorporated into Magellan's investment analysis framework and investment process.

Proxy Voting Policy
Magellan's proxy voting policy, guidelines, and principles.

Responsible Investment Principles
The process and framework of ESG integration into our investment process.

Corporate Governance Principles
Magellan's core principles on corporate governance.

The Modern Slavery Act (Cth) 2018 requires Magellan to report on its efforts to identify and address risks of modern slavery in its global operations and supply chains.

As part of assessing Environmental, Social and Governance ("ESG") risks within our investment portfolios, our investment team identifies risks related to modern slavery within our investment universe. This analysis informs how we engage with companies and industry to drive positive change.

Modern Slavery Statement

Magellan's Proxy and Engagement Review for the year ended 30 June 2023, highlights the philosophy and implementation of our stewardship activities and provides details and statistics on our engagement and proxy voting activities.

Stewardship 2023 Proxy And Engagement Review Reports

 
Stewardship 2022 Proxy And Engagement Review

PRI reporting is the largest global reporting project on responsible investment. It was developed with investors, for investors.

PRI Assessment and Public Transparency Reports

 
PRI Assessment Report

Responsible Investing Solutions

Listed units, available on Cboe as an Active ETF and directly with the fund.
20-40 Stocks
Listed units, available on Cboe as an Active ETF and directly with the fund.

Calculations are based on exit price with distributions reinvested, after ongoing fees and expenses but excluding individual tax, member fees and entry fees (if applicable). Past performance is not a reliable indicator of future performance.

Elisa Di Marco

Elisa Di Marco

Portfolio Manager – Magellan Core Global and Core ESG

Elisa Di Marco joined Magellan in 2015 with responsibility for research coverage in the financials sector. In 2019, Elisa joined the Core Series team and in 2020 Elisa became part of the ESG team and was appointed PM of the Magellan Core ESG fund.

In 2022 Elisa also became the Portfolio Manager of the Magellan Core Global Fund. Prior to Magellan, Elisa spent two years as an analyst at APRA, primarily stress testing and supervising Australian financial institutions. Elisa also worked at Macquarie Group as an equity analyst covering banks and at NYSE Euronext Paris in surveillance and research.

Elisa holds a Bachelor of Commerce (Honours) from the University of Wollongong and a Doctor of Philosophy from the University of New South Wales.

Amy Krizanovic

Amy Krizanovic

Head of ESG

Amy Krizanovic joined Magellan in 2022 and has over 20 years of industry experience. In June 2023 Amy was promoted to Head of ESG from ESG Manager.

Prior to Magellan, Amy worked at Aware Super, one of the largest industry pension funds in Australia, for almost four years as Manager, Responsible investments. This role involved leading the listed company engagement, working closely with the equities and private equity teams to integrate ESG and assessing external mangers on their ESG capabilities. Prior to Aware Super, she worked at J.P. Morgan in equity roles for 12 years and spent nearly five years in finance and strategy roles at the Commonwealth Bank of Australia.

Amy holds a Bachelor of Maths & Finance (Honours) from the University of Technology in Sydney.

Jacqueline Stokes

Jacqueline Stokes

ESG Analyst

Jacqueline joined Magellan in 2023, bringing five years of consulting experience across various industries.

Before joining Magellan, Jacqueline was a Manager in the Climate Change & Sustainability team at KPMG and previously worked as a financial statement auditor. Jacqueline holds a Bachelor of Environmental Science and a Masters of Accounting & Marketing, both from the University of Adelaide. Jacqueline is also a qualified Chartered Accountant.

More on Responsible Investing

Episode 35: Building the future - drilling into sustainability at Lowe's.

Episode 35: Building the future - drilling into sustainability at Lowe's.

In conversation with Chris Cassell, Lowe's Vice President of Corporate Sustainability.
Episode 37: Cultivating change - Nestle's leading approach on sustainability and creating shared value.

Episode 37: Cultivating change - Nestle's leading approach on sustainability and creating shared value.

In conversation with Rob Cameron, Nestle’s Global Head of public affairs.
Stock Story: Reckitt

Stock Story: Reckitt

After humble origins, Reckitt Benckiser now has operations in 68 countries, employs nearly 40,000 people, and generated revenue of approximately £14.5bn (ca. US$18bn) in 2022.
Magellan Minutes - Series 7

Magellan Minutes - Series 7

Investment Analyst, Emma Henderson talks through how quick service restaurants are managing and monitoring key ESG issues such as Health and wellbeing, the labour force and environmental impact.

Carbon Footprint as at 30 June 2023 (Tonnes CO2E per $US Million Revenue)

Magellan Global Fund 61
Magellan Sustainable Fund 23
Magellan High Conviction Fund 146
Magellan Infrastructure Fund 694
Airlie Australian Share Fund 98
Magellan Core Global Fund 67
Magellan Core ESG Fund 23
Magellan Core Infrastructure Fund 946
US Sustainable strategy 26
Airlie Small Companies Fund 39
Magellan Energy Transition Fund 582
MSCI World Index 118

Note
Portfolio carbon intensities are calculated using the weighted average carbon intensity method.

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