ESG in investing


We recognise that integrating Environmental, Social and Governance (ESG) factors into our investment decision-making and ownership processes is fundamental to assessing the true value of our investments.

While there is no one right way to approach ESG investing, we believe doing the right thing for our clients, our people and our communities leads to better results for all stakeholders. We believe ESG considerations can provide a greater understanding of the investment risks and opportunities that contribute to evaluating long-term value for our clients.

We recognise ESG issues evolve and mature and we are committed to understanding the interests and expectations of all our stakeholders.


Learn more about our approach to ESG integration in our investment analysis.

Responsible Investment Policy [PDF]


Learn more about our approach to proxy voting for listed equities held in our managed investment schemes and mandates where the Manager has voting discretion.

Proxy Voting Policy [PDF]

Proxy Voting records

Policy in action

Principles of Responsible Investment

MA Financial Group – Asset Management is a signatory of the United Nations Principles for Responsible Investment (PRI)

Industry membership

Responsible Investment Association Australasia (RIAA)

We are proud members of RIAA. The champions in responsible investing and a sustainable financial system in Australia and New Zealand.

View the RIAA website
© Copyright 2024 MA Financial Group. All rights reserved. The MA and MA Financial Group logos are registered trademarks of MAFG Operations Pty Ltd. We invest. We lend. We advise.’ is a trademark of MAFG Operations Pty Ltd. Assets Under Management (AUM) current as at 31 March 2024 and Managed loans current as at 29 February 2024. All other facts and figures current as at 31 December 2023.
This webpage is provided by MA Financial Group Limited (ACN 142 008 428) on behalf of MA Financial Group Limited and its related bodies corporate (referred collectively as MAF) for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Before acting on any information contained on this webpage, you should consider the appropriateness of the information having regard to your particular objectives, financial situation and needs and seek professional advice. Refer to the terms of use for further information.
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