Manager Overview

Bell Asset Management is boutique investment firm focused on delivering consistent performance outcomes and high quality service to our clients. They are an independently owned investment management company. Employees participate in both direct equity and profit share of the business. The firm has two distinct business units - Active Equities Management & Fund Administration. The Active Equities business is where company research and management of client portfolios is undertaken by the Bell Asset Management investment team. Total assets under management as at 30 June 2018 are AUD$1.64bn. They have been a SEC registered Investment Advisor since 2008. Strategies managed are global and local equities. CIO, Ned Bell, was hired in 2000 and took over responsibility of the equity strategies in January 2003. They offer clients either segregated accounts or access to our stand alone US and Australian Pooled Trusts.

Manager's responsible investing approach

Bell Asset Management employs a commitment towards integrating Environmental, Social and Governance (ESG) issues within its investment process. It applies a investment framework combined with Stewardship and ESG specific activities including ESG screening, ESG analysis, active engagement and proxy voting with companies in all of its portfolios. ESG active screens are applied in respect to tobacco, controversial, nuclear and conventional weapons, coal, uranium, nuclear power, gambling, civilian firearms, unconventional oil and gas, adult entertainment and international norms.