Our investment strategy
Governance, objectives and strategies ensure that all Foresters Financial investments are managed appropriately.
For more detail, view our Investment Policy.
Foresters Financial investment philosophy and objectives
In our experience, an overarching investment philosophy is a useful tool to shape and inform investment decisions.
Our investment philosophy provides the following guardrails:
- Strategic asset allocation and diversification is an effective way to manage investment risk and achieve target returns.
- As a long-term investor, we can take advantage of tactical tilts when navigating market volatility.
- We practice responsible investment and apply a future-focused mindset to achieve investment outcomes.
- Where possible, seek opportunities to use our capital to create positive social impact while also generating strong financial returns.
- Tax efficiency and minimising investment management fees can enhance net returns.
- Provide capital preservation investment strategies to assist our members in achieving their investment objectives.
Sustainable growth through
responsible investment
We offer a Sustainable Investment Option, which is implemented according to our Responsible Investment Policy.
The policy includes measures pertaining to Environmental, Social and Governance appraisal.
Environmental factors
When appraising potential investments, we consider:
- Climate change
- Natural capital
- Pollution and waste
- Environmental opportunities
Social factors
We consider companies in relation to their:
- Human capital
- Product liability
- Stakeholder opposition
- Social opportunities
Governance
We consider companies with positive performance in:
- Corporate governance
- Corporate behaviour
Grow your wealth,
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consolidate your legacy