Socially Responsible Investment

We pay close attention to ethical, social and environmental considerations when exercising our investment powers.

As part of our Socially Responsible Investment policy Montagu will always consider ethical, social, environmental and governance 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 appreciate the growing interest and concern of our investors in relation to these issues and have initiated a programme which will enhance our decision making and investment  management processes both as part of the acquisition process and throughout the life of the investment, and incorporate best practice within the industry as part of our standard investment strategy.

Montagu continues to believe that the role of SRI 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.

View our SRI policy

Principles of Responsible Investment