What environmental, social and governance (ESG) criteria is applied to the Sustainable Balanced plan?

The investments within each asset class are assessed or selected based on different criteria. In general, the ESG criteria set by Pendal covers issues such as environmental management, social practices, corporate governance and ethical practices.

You can find some examples in our Sustainable Balanced plan article.

Details can be found in our Investment choice brochure or Retirement Income Product Information Booklet.

Page last updated 27 September 2023