Responsible Investing
A commitment to RESPONSIBLE INVESTING
Pacific’s sustainable investing philosophy in short is that everything we do should, to some extent, be viewed with a responsible mindset.
We believe that in order to better safeguard the long-term interests of our clients we need to be a responsible investor and this for us is a firm wide commitment. We strive to advance sustainable practices and remain committed to continuous improvement.
Pacific is proud to be a signatory to the UN Principles for Responsible Investment (UN PRI). As a firm, this requires an understanding of responsible investing concepts, education and identifying how our decisions impact the real world.
Pacific is also a signatory to the UK Stewardship Code. PAM undertakes stewardship and engagement activities across its range of equity and multi-asset funds. Details of this can be found in our annual stewardship report.
What is responsible Investing?
Responsible investing is a catch-all term for investing in a way that accounts for being socially responsible and investing ethically while also seeking returns.
At Pacific we use the term responsible investing to capture the various methods of incorporating concerns around Environmental, Social and Governance (ESG) issues into our investment decision making processes.
We use responsible investing as an important consideration both in terms of specific mandates that are designed to focus on sustainable themes, but also within our more conventional equity, multi-asset and alternative products.
FUNDS which promote environmental and social characteristics
Pacific Asset Management has an outstanding track record of responsible investing, offering a range of sustainable MPS Multi-Asset portfolios dating back to 2012, and a UCITs Multi-Asset sustainable range.
Within these strategies sustainability is an important consideration alongside returns, employing globally recognised frameworks and inhouse sustainability and ESG tools to assess the sustainability credentials of the underlying investments.
The PAM Multi-Asset Sustainable Balanced Fund offer investors the opportunity to invest in a truly multi-asset solution which makes genuine sustainable investment choices.
The Pacific Global All Cap Opportunities Fund, Global Listed Infrastructure and the G10 Macro rates funds, are Article 8 classified funds under SFDR, and are committed to promoting ESG characteristics. More information on these products and services can be found on their respective webpages and the disclosures here:
Consideration of sustainability risk in investment decision making
Pacific has set out a policy for consideration of sustainability risk in investment decision making in accordance with the EU Sustainable Finance Disclosure Regulation (SFDR). This policy determines Pacific’s view regarding how environmental, social, and governance (ESG) factors could negatively impact asset values across different investment types. We believe that considering these risks leads to better long-term outcomes.
The PAM Responsible Investment Committee led by specialist Sustainable Portfolio Manager and Chief Sustainability Officer, Will Thompson, meets regularly to ensure that as a firm, investment teams are implementing best practice within their asset class with respect to Sustainability, subject to their mandate constraints.
The Committee meet the PAM Teams on a quarterly basis to discuss their Sustainable processes. For strategies where sustainability is not the primary alpha driver this forum serves as an idea sharing platform for continued development in the sustainable space.
Along with this company-wide view, the nuances of its application across the different investment teams can be accessed below here:
No consideration of adverse impacts of investment decisions on sustainability factors
Pacific Asset Management does not consider the principal adverse impacts (PAIs) of investment decisions on sustainability factors at entity level, as outlined under Article 4(1)(b) of the Sustainable Finance Disclosure Regulation (SFDR).
This decision reflects the current limitations in data availability and consistency, which make it difficult to reliably assess the full range of potential adverse impacts across our diverse investment strategies. It also considers the nature and scale of our business and the broad range of financial products we offer.
We remain committed to responsible investing and continue to monitor developments in sustainability data and regulatory expectations. Should we decide to begin considering and publishing information on PAIs in the future, we will update this section of our website accordingly.
Sustainability and Remuneration Policy Statement*
*August 2025
Pacific Capital Partners Limited confirms that its remuneration policies comply with all applicable UK Financial Conduct Authority (FCA) requirements and relevant sustainability-related regulations, including the integration of environmental, social and governance (ESG) factors and sustainability risks into remuneration structures.
Our approach ensures that:
- Alignment with ESG Objectives: Remuneration arrangements are designed to promote sound and effective risk management, including sustainability risks, and to discourage excessive risk-taking that may be inconsistent with the investment strategies, risk profiles, or ESG commitments of our funds
- Compliance with Regulation: Policies reflect applicable FCA rules and, where relevant, sustainable finance regulations, including the principles set out in the EU Sustainable Finance Disclosure Regulation (SFDR) Article 5 for entities marketing into the EU.
- Integration into Performance Assessment: ESG factors are taken into account in assessing staff performance, particularly for roles that can materially influence investment decisions or sustainability outcomes.
- Proportionality: The remuneration framework is applied proportionately to the size, nature, and complexity of our business, while ensuring it is consistent with our duty to act in the best interests of clients and investors.
A full copy of our Remuneration Policy, including details on how ESG and sustainability considerations are integrated, is available on request from [email protected]
