Responsible Investment

ESG is at the heart of what we do, both in our own business and in the way we invest.

As part of our Responsible Investment policy Montagu will always consider ESG factors during the investment process. These issues are evaluated for each portfolio company both when making the investment decision and throughout the ongoing investment management and monitoring practices.

We have designed our own comprehensive operating framework, CORRGI, which is core to our investment philosophy and integrated into our investment process.  This framework addresses ESG in terms of Corporate Opportunities & Risks, Responsible Ownership and Governance & Initiatives.

Montagu continues to believe that the role of Responsible Investment is to drive and protect value for our investors. Our plan will seek not only to ensure that any ESG risks within our portfolio companies are minimised and managed, but also that opportunities are identified and developed to enhance investor value.

As part of our commitment to ethical and responsible investing, Montagu supports, and is a signatory of, the UN Principles of Responsible Investment.

Please see our presentation and policy document for more details.

ESG Report: March 2019

View our SRI policy

Principles of Responsible Investment

Statement on Modern Slavery and Human Trafficking