Responsible Investment

Our Beliefs

Since the inception of Woodbridge, we have been formally committed to incorporating Environmental, Social and Governance (ESG) in our investment process. This commitment has been made for the benefit of our investors and stems from our beliefs - 

We acknowledge the continued awareness in the financial industry and academic research that Environmental, Social and Governance (ESG) risks have an impact on investments.

We operate as an investment manager and as part of our fiduciary duty to our investors we must consider these risks in managing investor capital.

We believe that there are several social and sustainability megatrends underway which will bring exciting investment opportunities.

We believe that investor interest and demand is growing for ESG investing with greater transparency in ESG considerations of investments.

Woodbridge’s philosophy is to achieve attractive risk adjusted returns whilst managing downside risks for investors within a strong risk management framework. To achieve this, we look to identify all investment risks and consider ESG risks as part of the investment process.

Our ESG Committee

The ESG Committee is responsible for considering environmental, social and governance issues relevant to our investment activities and supporting the business in being a leader in ESG performance.

We use a negative screen on all investments to avoid credit investments that do not align with our responsible investment framework and ethical standards. Woodbridge believes that assets excluded by the negative screen are at an increased risk of a fall in asset valuations due to lower long term demand stemming from an increased awareness of ESG risks and increasing investment allocations towards ESG investing and ethical investing.

Our Charitable Fund

Woodbridge Giving is our dedicated charitable foundation designed to deliver long-term value creation for all - our investors, our employees, our communities, and future generations.

By aligning our responsible investment practices with our commitment to social outcomes, we ensure that value flows not only to investors but to the thriving people and communities in which we operate.

Our Responsible Investment Policies and Insights

We are Committed Signatories and Members

  • Principles for Responsible Investment is a United Nations-supported international network of financial institutions working together to implement its six aspirational principles, often referenced as "the Principles". The PRI is the world’s leading proponent of responsible investment and works to understand the investment implications of environmental, social and governance (ESG) factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions.

  • The Responsible Investment Association Australasia (RIAA) champions responsible investing and a sustainable financial system in Australia and New Zealand. RIAA is dedicated to ensuring capital is aligned with achieving a healthy society, environment and economy. With over 500 members representing US$29 trillion in assets under management, RIAA is the largest and most active network of people and organisations engaged in responsible, ethical and impact investing across Australia and New Zealand.

  • Investor Group on Climate Chnage (IGCC) are the leading network for Australian and New Zealand investors to understand and respond to the risks and opportunities of climate change. Its members have more than $30 trillion in global AUM, and $3 trillion in local AUM. They include the countries’ largest superannuation and retail funds, specialist investors and advisory groups, and their beneficiaries include more than 7.5 million Australians, and millions more New Zealanders.