Investing with greater awareness
of long-term factors

Overview

A broader lens on investment
risk and opportunity

We consider environmental, social and governance factors as part of a broader investment approach designed to support informed, long-term outcomes.

ESG and sustainability considerations can provide additional insight into how businesses are managed, how risks are emerging and how long-term value may be influenced over time.

By incorporating these factors alongside financial analysis, we aim to build a more complete understanding of investment quality, resilience and potential future performance.

ESG and sustainability investing at Menroc Asset Management

Key principles

Integrated
approach

Considered alongside
financial analysis

Materiality-focused
assessment

Focus on factors
relevant to outcomes

Risk-aware
evaluation

Assessing long-term
sustainability risks

Evolving
framework

Adapting as data
and standards develop

Considerations
in context

Responsible investment is not treated as a separate strategy or isolated screen.

It is incorporated within research, portfolio construction and broader oversight processes as part of a disciplined investment framework.

This allows ESG and sustainability factors to be considered in the context of financial performance, valuation, governance quality and broader long-term portfolio objectives.

How we apply ESG and
sustainability considerations

  • Incorporation

    Consider ESG factors within research and evaluation.

  • Assessment

    Review material environmental, social and governance issues.

  • Decision-making

    Reflect relevant insights in investment selection and positioning.

  • Ongoing review

    Monitor developments and reassess where appropriate.

Our approach to ESG and sustainability is designed to support clearer investment insight through practical analysis, disciplined integration and a focus on long-term outcomes.

Complementing
traditional allocations

Alternatives are used to enhance diversification and broaden sources of return within portfolios, alongside equities, fixed income and other asset classes.

Equities

Participating in
long-term growth

Equities provide exposure to company earnings and economic growth. We invest across regions and sectors, with a focus on quality, valuation and long-term fundamentals.

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Fixed Income

Stability and
income generation

Fixed income plays a key role in portfolio construction, providing income, capital preservation and diversification against equity risk.

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Multi-Asset

Blended strategies
for balanced outcomes

Multi-asset portfolios combine exposures across asset classes, managed dynamically to target consistent risk-adjusted returns through changing conditions.

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Alternatives

Expanding the
opportunity set

Alternative investments offer access to differentiated return streams and portfolio diversification beyond traditional equity and bond markets.

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Private Markets

Accessing long-term
growth opportunities

Private market investments provide exposure to unlisted assets, offering potential for enhanced returns and reduced correlation with public markets.

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ESG & Sustainability

Integrating responsible
investment principles

We incorporate environmental, social and governance considerations into our investment process, aligning portfolios with broader sustainability objectives.

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Equities asset class at Menroc Asset Management
Fixed Income asset class at Menroc Asset Management
Multi-Asset asset class at Menroc Asset Management
Alternatives asset class at Menroc Asset Management
Private Markets asset class at Menroc Asset Management
ESG & Sustainability asset class at Menroc Asset Management

Careers at Menroc Asset Management

Join Our Team

We seek capable and driven professionals who want to be part of a collaborative firm focused on long-term investment excellence.

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Join the team at Menroc Asset Management