Sustainable Investing Position 

By incorporating ESG considerations to our investment decisions, we are able to apply our responsible investment principles, to approve purposeful investments, and to assure alignment of our fiduciary, societal and environmental responsibilities.

Through our capital flow, we aim to reinforce countries and companies that are transitioning to a low-carbon and circular economy in socially-just and nature-positive ways. We reward those that are committed to global climate, biodiversity, and sustainable development goals.




Our position compels us to adopt an inclusionary approach to sustainable investing, while taking the necessary precautions and focusing on what matters. In the race to a more Sustainable Economy, we are raising our efforts where we can contribute quickly and effectively.

  • Defining the interconnectedness of ESG issues.
  • Dedicating assessments to risk and impact.
  • Distinguishing external risk from negative externalities.
  • Determining positive change over measurable targets.

Policies and Processes:

As signatories to the UN-supported PRI, we are able to

  • contribute to a sustainable global financial system,
  • maintain good governance, integrity, and accountability to peers,
  • address ESG issues by incorporating them into our policies and processes so as to reap long-term investment rewards that benefit the environment and society as a whole.

Climate and ESG disclosure:

As TCFD supporters and TNFD Forum members, we are able to support their recommendations through our own disclosure. We use their frameworks to guide our assessments, above baseline industry-specific reporting standards. The Phillip Capital Group ESG Committee recognizes and includes other material factors necessary to assess the outcomes we seek.

Investment decisions:

Our ESG-integrated research, capital allocation and risk management processes are built upon these guiding principles and standards. Together with compatible ESG data providers, the PCM ESG Framework supports our sustainable investing strategies and helps account for and meet our double materiality objectives.


Our evaluation guides our investment decisions: 

  • We REVIEW inadequate efforts to take necessary action for significant sustainability changes.
  • We REINFORCE transitions to a low-carbon and circular economy that seek just benefits for communities and greater gains for biodiversity.
  • We REWARD commitments to global climate, biodiversity and sustainable development goals.



Our research process enables us to advance materiality by focusing on ESG factors most important to each business, and deepen coverage beyond third-party analytics. The following research objectives take guidance from our Sustainable Investing Position and Approach.

They provide clarity to the questions we need answering in order for us to assess an issuer’s long-term investment viability, where management is robust, strategies are resilient, and profits are gained responsibly.

We believe industry-specific transition is necessary in order to meet climate and sustainable development goals. We partner all sectors that meet our ESG criteria, and approach carbon-intensive and Resource-intensive industries with precautionary measures and conditions in place.

– Objective 1: Managing ESG Risks
– Objective 2: Mitigating Negative Externalities
– Objective 3: Measuring Positive Change and Impact

Targets and goals allow us to measure performance and monitor change over time. If a company is committed to NetZero, we are able to measure their emissions reduction targets year-on-year, amongst others. Our assessments focus on recommended academic outcomes, global goals and global agreements.

Our Sustainability Events & Content

Driving the spirit of sustainability through engagement

Lastest ESG Insights

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Phillip Funds: Understanding ESG Risk Ratings 

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Memberships & Associations