BEYOND ESG
We frame our approach as “Beyond ESG” because ESG is an acronym that references environmental, social, and governance issues but does not include an “F” for financial returns. By putting financial returns at the centre of our model, we reflect the fullest sense of our fiduciary duty to manage investment risks.
Each of our investment teams has the autonomy to evaluate sustainability factors from multiple angles, varied by asset class, sub-asset class, regional focus, or individual mandates.
We harness a range and depth of investment expertise and insights across asset classes and supplement it with data, regulatory, training, and stewardship resources.
We offer a full range of investment solutions to suit diverse client needs and preferences for various sustainability factors.
While our strength lies in the autonomous investment processes of our individual investment teams, we deploy our global scale and resources to work together on universal sustainability issues to create value for our clients. Learn more about collaboration among our investment teams and within the industry.
Our key themes align with three of the United Nations Sustainable Development Goals and Targets for 2030: People, Planet, and Prosperity.
Human Capital is the knowledge, skills, and other characteristics embodied in people, communities, and countries — a critical ingredient in productivity and economic growth. As investors, we consider the opportunities afforded by diversity, equity and inclusion, health and safety, product safety and quality. We also consider how pandemic-related disruptions have had a dramatic effect on issues such as supply chain labour and access to healthcare.
We believe sustainability of Natural Capital — our resources and our climate — is vital to economies, markets, and therefore, our clients’ portfolios. Rising temperatures and sea levels, along with increased incidence of extreme weather events, pose a threat to the global economy. Biodiversity, public food supply, water scarcity, and surging demand for energy are just a few of the Natural Capital themes affecting investors today.
Financial Capital is the investment that companies need to grow and is considered to be the management of traditional investment risks, but in order to create long-term value, we believe that the risks to Human Capital and Natural Capital go hand in hand with Financial Capital. Data privacy and security, corporate governance, and business ethics are some of the Financial Capital themes affecting investors today.
Franklin Templeton Australia Limited has been named one of RIAA’s Responsible Investment Leaders for the 5th year in a row.
Interested in sustainable investing? Browse this selection of products managed by our investment teams.
The Fund aims to earn an after-fee return in excess of the MSCI ESG Leaders Index, in Australian dollars over rolling three-year periods.
The Fund aims to earn an after-fee return in excess of the S&P/ASX 200 Accumulation Index over rolling three-year periods.
The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of inflation.
The Fund aims to provide an after tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of inflation.
Information on this website is intended to be of general information only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the products or services described as to the individual circumstances, objectives, financial situation, or needs of any investor. You should conduct your own investigation or consult a financial adviser before making any decision to invest. Please read the relevant Product Disclosure Statements (PDSs), and any associated reference documents before making an investment decision. Neither Franklin Templeton Australia, nor any other company within the Franklin Templeton group guarantees the performance of any Fund, nor do they provide any guarantee in respect of the repayment of your capital. In accordance with the Design and Distribution Obligations and Product Interventions Powers requirements we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via the Literature Page or by calling 1800 673 776.
