Investments and ESG Management

Superannuation fund trustees are responsible for the investment and management of fund assets. This can involve a wide range of activities and service providers including investment managers, custodians, and asset consultants. 

The long-term investment horizons of superannuation trustees also mean that sustainability, climate risk management, and ESG factors play an important part of managing superannuation fund investments. 

Our experience and services 

Our team is experienced in assisting superannuation fund trustees with investment and asset related matters including: 

• Investment Management agreements 

• Custodian agreements 

• Securities Lending agreements 

• Shareholder class actions 

• Unit pricing error management and remediation 

• Sanctions regime application to fund assets 

• Greenwashing risk management 

• Investment governance and policy 

• Sustainable, ethical, and ESG investment objectives; and Trustee duties 

• Stewardship policies and proxy voting disclosures 

If you would like to know more on how QMV Legal can help your organisation meet its investment and ESG obligations feel free to contact us.