Responsible Investment Report 2024
We are pleased to present our fifth Annual Responsible Investment (RI) Report, offering a detailed account of our progress, challenges, and contribution to more responsible investment outcomes in 2024.
For over 100 years, we’ve invested across various asset classes on behalf of values-driven, long-term-focused clients, balancing risk, return and responsibility. In a year when some questioned the direction of responsible investment Anthos remained guided by our principles in line with our values of sustainability, human dignity and good corporate citizenship, as we continued to act in line with our long-term fiduciary duty.
As a fund-of-funds investor, our investment principles are embedded across the value chain: from our own firm’s business practices to the portfolios, individual issuer companies, and the way our efforts translate into tangible outcomes for society.
In 2024, we navigated market volatility and engaged with some of our fund managers to improve the RI profile of our investments and focus on long-term value. Here are three key highlights in numbers from this year’s report:
- A first time, 5-star rating in the Selection, Appointment and Monitoring module for some of the asset classes in the Principles of Responsible Investment (PRI)’s Assessment. We report the total assessment in our RI report.
- B Corporation certification, reflecting our high standards of social and environmental performance, transparency and accountability on a corporate level in line with our good corporate citizenship value.
- Progress along the 2040 net-zero ambition, driven by our Climate Action Plan 2.0 with asset-class-specific actions to reduce greenhouse gas emissions and governance mechanisms to monitor our progress.
In his introduction to the report, Jacco Maters, CEO of Anthos, says: “In 2024, resilience meant navigating an investment landscape where the value of ESG principles was questioned, where managers debated their commitments, and where market volatility tested our ability to stay the course. I would like to thank our clients for giving us the clear mandate to invest responsibly and be “a force for good” as we navigated this environment”, and “Our commitment to human dignity, sustainability and good corporate citizenship isn’t dependent on market cycles; it’s built into how we invest, and we believe that this is what prepares us for the years ahead.”
To read the full RI Report, please click here.