Responsible Investment
Where financial performance meets responsible investment.
OUR BELIEFS
Since the inception of Woodbridge, we have been formally committed to incorporating Responsible Investment and ESG into our investment process.
We embed ESG principles, independent oversight, and responsible investment practices into every decision, ensuring our investments create long-term value. This approach strengthens resilience, builds trust, and aligns investor objectives with broader community benefit.
We acknowledge the continued awareness in the financial industry and academic research that Environmental, Social and Governance (ESG) risks have an impact on investments.
We operate as an investment manager and as part of our fiduciary duty to our investors we must consider these risks in managing investor capital.
We believe that there are several social and sustainability mega trends underway which will bring exciting investment opportunities.
We know that investor interest and demand is growing for ESG investing with greater transparency in ESG considerations of investments.
“Woodbridge’s philosophy is to achieve attractive risk adjusted returns whilst managing downside risks for investors within a strong risk management framework. To achieve this, we look to identify all investment risks and consider Responsible Investment and ESG risks as part of the investment process.”
OUR ESG COMMITTEE
The Responsible Investment Committee is responsible for considering environmental, social and governance issues relevant to our investment activities and supporting the business in being a leader in responsible investment and ESG performance.
We use a negative screen on all investments to avoid credit opportunities that do not align with our responsible investment framework and ethical standards. Woodbridge believes that assets excluded by the negative screen are at an increased risk of a fall in asset valuations due to lower long-term demand stemming from increased awareness of responsible investment and ESG risks and rising allocations towards ESG and ethical investing. In addition, we actively monitor regulatory developments, stakeholder expectations, and evolving best practice to ensure our framework remains relevant, effective, and consistent with global standards.
OUR CHARITABLE FUND
Woodbridge Giving is our dedicated charitable foundation, established to create enduring value for all stakeholders — our investors, our employees, our communities, and the generations that follow. We believe financial success and positive social impact should go hand in hand, and that true value creation extends beyond balance sheets.
By aligning responsible investment practices with a strong commitment to meaningful social outcomes, we ensure value flows not only to investors but also to the people, places, and communities where we live and operate. Through philanthropy, community partnerships, and purposeful giving, Woodbridge Giving reinforces our broader mission: to act with integrity, invest with purpose, and contribute to a more sustainable, equitable, and thriving future for everyone.
WE ARE COMMITTED SIGNATORIES AND MEMBERS
Principles for Responsible Investment is a United Nations-supported international network of financial institutions working together to implement its six aspirational principles, often referenced as “the Principles”. The PRI is the world’s leading proponent of responsible investment and works to understand the investment implications of environmental, social and governance (ESG) factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions.
The Responsible Investment Association Australasia (RIAA) champions responsible investing and a sustainable financial system in Australia and New Zealand. RIAA is dedicated to ensuring capital is aligned with achieving a healthy society, environment and economy. With over 500 members representing US$29 trillion in assets under management, RIAA is the largest and most active network of people and organisations engaged in responsible, ethical and impact investing across Australia and New Zealand.
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