Process

Investing sustainably is ingrained within the investment process across both the public and private markets business.

This starts at the pre-investment stage with RM Funds seeking to positively allocate capital towards companies that are operating in sectors providing benefits to society and the environment. Negative screening ensures companies who are operating within sectors precluded by the RM Responsible Investment Policy are not allocated capital. An ESG assessment is taken of all companies and this is reviewed periodically.

Once investments have been made, we monitor investee ESG performance and RM Funds will actively engage with portfolio companies to contribute towards improvements in core ESG practice.

We seek outcomes that are aligned with achieving recognised Sustainable Development Goal objectives.

Find out more, contact James.Satterthwaite@rm-funds.co.uk