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March 2025
Important Information:
This webinar contains information specifically intended for institutional clients, asset consultants, advisers, platforms and researchers, who are professional investors and wholesale clients (as defined in the Corporations Act 2001).
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At Bell Asset Management, we remain committed to integrating environmental, social, and governance (ESG) factors into our investment process to drive sustainable long-term value for our stakeholders. Our approach to ESG is pragmatic, ensuring our focus remains on material issues that drive risk-adjusted returns while maintaining responsible investment practices.
Our 2024 Annual ESG Engagement Report is now available and can be read here. Key highlights for the calendar year include:
- ESG targets: Continued to achieve our strategies’ ESG targets, beating the benchmark with respect to our ESG score and carbon intensity (Scope 1 + 2).
- Proactive ESG engagement: Initiated ongoing engagements with companies on various ESG issues, in particular our strategy-wide engagement on biodiversity, water and waste.
- Corporate carbon neutrality: Reached carbon neutrality at a corporate level, underscoring our commitment to reducing our environmental footprint.
- Industry recognition: Received continued validation from external rating agencies, maintaining a 5-star rating from UNPRI and earning the Sustainable Plus designation from RIAA.
“Our focus on ESG is integrated within our investment process in a way that aligns with our broader objective of delivering strong returns for our clients,” said Chief Investment Officer, Ned Bell. “We engage with companies on ESG risks and opportunities where we see meaningful impact and relevance to our investment thesis.”
We have been a signatory to the United Nations Principles for Responsible Investment (UNPRI) since 2014, and a signatory of the Carbon Disclosure Project (CDP) since 2023. The Bell Global Equities Fund, Bell Global Emerging Companies Fund, and Bell Global Sustainable Fund have been certified by the Responsible Investment Association of Australasia (RIAA) since 2020; in 2024, RIAA recognised us as a Responsible Investment Leader for the third consecutive year.
Disclaimer
The Trust Company (RE Services) Limited (Trust Co) ABN 45 003 278 831, AFSL 235150 is the responsible entity and issuer of units for the Bell Global Equities Fund (ARSN 096 128 300), Bell Global Emerging Companies Fund (ARSN 160 079 541), Bell Global Sustainable Fund(ARSN 654 737 167). Bell Asset Management Limited (BAM) ABN 84 02 278 647, AFSL23101 is the investment manager for the Fund. This report has been prepared and issued by BAM for information purposes only and does not take into consideration the investment objectives, financial circumstances or needs of any particular recipient and it contains general information only. You should consider the product disclosure statement, prior to making any investment decisions. The PDS and target market determination can be obtained for free by calling 1300 133 451 or visiting our website (bellasset.com.au). If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. No representation or warranty, express or implied, is made as to the accuracy, completeness or reasonableness of any assumption contained in this report and none of Trust Co, BAM and its directors, employees or agents accepts any liability for any loss arising, including from negligence, from the use of this document.
At Bell Asset Management, we remain committed to integrating environmental, social, and governance (ESG) factors into our investment process to drive sustainable long-term value for our stakeholders. Our approach to ESG is pragmatic, ensuring our focus remains on material issues that drive risk-adjusted returns while maintaining responsible investment practices.
Our 2024 Annual ESG Engagement Report is now available and can be read here. Key highlights for the calendar year include:
- ESG targets: Continued to achieve our strategies’ ESG targets, beating the benchmark with respect to our ESG score and carbon intensity (Scope 1 + 2).
- Proactive ESG engagement: Initiated ongoing engagements with companies on various ESG issues, in particular our strategy-wide engagement on biodiversity, water and waste.
- Corporate carbon neutrality: Reached carbon neutrality at a corporate level, underscoring our commitment to reducing our environmental footprint.
- Industry recognition: Received continued validation from external rating agencies, maintaining a 5-star rating from UNPRI and earning the Sustainable Plus designation from RIAA.
“Our focus on ESG is integrated within our investment process in a way that aligns with our broader objective of delivering strong returns for our clients,” said Chief Investment Officer, Ned Bell. “We engage with companies on ESG risks and opportunities where we see meaningful impact and relevance to our investment thesis.”
We have been a signatory to the United Nations Principles for Responsible Investment (UNPRI) since 2014, and a signatory of the Carbon Disclosure Project (CDP) since 2023. The Bell Global Equities Fund, Bell Global Emerging Companies Fund, and Bell Global Sustainable Fund have been certified by the Responsible Investment Association of Australasia (RIAA) since 2020; in 2024, RIAA recognised us as a Responsible Investment Leader for the third consecutive year.
Disclaimer
The Trust Company (RE Services) Limited (Trust Co) ABN 45 003 278 831, AFSL 235150 is the responsible entity and issuer of units for the Bell Global Equities Fund (ARSN 096 128 300), Bell Global Emerging Companies Fund (ARSN 160 079 541), Bell Global Sustainable Fund(ARSN 654 737 167). Bell Asset Management Limited (BAM) ABN 84 02 278 647, AFSL23101 is the investment manager for the Fund. This report has been prepared and issued by BAM for information purposes only and does not take into consideration the investment objectives, financial circumstances or needs of any particular recipient and it contains general information only. You should consider the product disclosure statement, prior to making any investment decisions. The PDS and target market determination can be obtained for free by calling 1300 133 451 or visiting our website (bellasset.com.au). If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. No representation or warranty, express or implied, is made as to the accuracy, completeness or reasonableness of any assumption contained in this report and none of Trust Co, BAM and its directors, employees or agents accepts any liability for any loss arising, including from negligence, from the use of this document.
