We are a leading asset management company. For decades, we have been managing investment portfolios and providing investment advice to institutional and individual investors.
Our long-term, client-driven focus means that we have a long-standing commitment to responsible investment. We act as responsible stewards of our clients’ capital, exercising their rights and bringing positive influence to bear. We integrate ESG across our investment teams, and actively engage with companies, because we believe that responsible investing is better investing for both clients and wider society – now and for the future.
Our investment offering gives clients access to investment solutions from all major asset classes, catering to a broad range of risk appetites, portfolio needs and market conditions. While our sustainable expertise provides access to companies that demonstrate a net benefit to society through the products or services they offer, or ESG leadership they demonstrate.
Our investment professionals collaborate on detailed fundamental analysis integrating knowledge across regions, sectors and asset classes to arrive at unique insights. Our team collaborate on detailed fundamental analysis integrating knowledge across regions, sectors and asset classes to arrive at unique insights.
Risk management is integral to our portfolio construction. Our independent global risk management team provide objective monitoring of all our portfolios to ensure our investment teams understand the balance of risk and return and our investment strategies deliver their expected pattern of performance.
ESG considerations, including a company's governance policies and board structure, environmental practices, and labor policies, can affect a security's valuation and financial performance. Therefore, our investment professionals integrate ESG analysis into their research and decision-making processes..
We work in partnership with our clients to create and manage investments that help achieve financial goals. Those goals are now more challenging than ever. As well as navigating the complexities of modern investment markets and changing regulation, our clients expect us to not just produce the right results, but to do this in the right way. One way you can see this is through our heritage and track record in responsible investing. CBS Asset Management has long been seen as a leader in this area, and we are committed to making sure that our culture and approach to responsible investing keep us at the head of the pack – partly because it is the right thing to do, but because we believe that this will ultimately give our clients better returns.
P Performance through purpose. Purpose through performance. We believe that companies whose purpose aligns with sustainable development will out-perform financially. Moreover, in order for companies to fulfil their purpose, they need to be able to deliver performance in line with stakeholder expectations.
D Driving real-world Impact. We believe the value of an investment depends not only on its financial return but also on the world’s state in the future. While retaining flexibility, we look for enduring, long-term impact, are patient and keep a steady course. We work with our clients to understand their requirements and customise solutions to create their desired impact.
M Meaningful ESG investment analysis and engagement. We have a unique thematic approach to investing. Our data-driven approach, expert judgement and deep experience contributes to alpha generation. Our bottom-up analysis assesses how sustainability factors are a key performance driver for investee companies. We engage proactively with investee firms, with humility and respect, to help guide them towards higher incremental returns, an improved ESG profile, or better resilience.
W We seek to generate superior investment performance through deep integration of sustainability into investment decision-making and hence scale capital in support of sustainable development. Operating in New zealand, Australia, London and New York, we provide a focused set of differentiated, forward-thinking investment solutions for institutional investors. As society, governments and investors demand more responsible action, we understand that it can create challenges for organisations to reshape and transform. We engage with portfolio companies, and our clients, to turn these challenges into opportunities.
WWe look at investing through a different lens. Taking an active approach to investing means looking at asset management through a different lens—one with a clear focus on our clients. Throughout market cycles, teams of specialists at CBS Asset Management have applied local insights and global perspectives to optimize results. This clear point of view allows us to identify the most compelling opportunities now, while positioning for what’s next.
We believe that strong corporate governance practices help build an environment of trust, transparency and accountability that is essential for fostering long-term investment, financial stability and business integrity. This supports an ethical culture, stronger growth and performance, builds corporate legitimacy, and engenders more inclusive societies. The Board is ultimately responsible for leading and controlling the organisation and setting its strategy and its culture. It is also responsible for ensuring that an adequate, effective, comprehensive and transparent corporate governance framework is in place. In accordance with the Articles of Association, the Board has delegated the authority for all day-to-day management and control to the Chief Executive Officer. The Board has established two oversight committees chaired by Non-Executive Directors to support it.
The Board has ultimate authority for the management and control of CBS AM. The Board’s primary role is to oversee the activities of executive management. The Board comprises of Non-Executive Direcotrs to ensure its independence of management and consequently to ensure independent judgement on issues brought before it by executive management.
Lead the process for Director Appointments, ensure plans are in place for orderly succession to both the Board and senior management positions and oversee the development of a diverse pipeline for succession. Oversee the design of, and recommend to the Board, an overall remuneration policy for CBS that is aligned with its long term business strategy, its business objective, its risk appetite, culture, and recognises the interests of relevant stakeholders. It oversees the implementation of, and reviews, remuneration and related policies and the alignment of incentives and rewards with culture.
The purpose of the Audit & Risk Oversight Committee is to review and consider any matters relating to the financial affairs, the effectiveness of the risk control and compliance framework of CBS and its subsidiary companies to ensure that their remains aligned with the board’s risk appetite, and that the board has the management information it needs. The Committee shall seek appropriate assurances from Management, the Internal and External Auditors, the Chief Risk & Compliance Officer and the Money Laundering Reporting Officer.
A voluntary initiative that encourages investors to embed environmental, social and governance (ESG) factors into their investment decision making.
A voluntary initiative that provides the banking industry with a single framework that embeds sustainability at the strategic, portfolio and transactional levels and across all business areas.
A forum that encourages European investor collaboration on issues related to climate change.
An initiative aiming to develop standardised climate-related risk disclosures that could help tackle climate change.
A non-profit international organisation committed to improving the state of the world by engaging leaders on pressing issues and urging them to better shape their industries.
A trade body that represents Investment Managers and Asset Management firms in the UK and encourages better practices.