Manager Overview

Equity Trustees was established as an independent Trustee and Executor company in 1888 and has become one of Australia's largest specialist trustee companies. Currently, the Company manages more than $4 billion in funds across Australian shares, global shares, credit and fixed income. Equity Trustees in-house asset management team of 14 people includes specialist equity and fixed income managers supported by research analysts and client portfolio dealers. The Company is led by Darren Thompson, Head of Asset Management, and Chris Haynes, Head of Equities, who together have more than 60 years of investment market experience. The team also includes three specialists through our partnership with EightBays Investment Management, and is supported by independent asset consultant Mercer Investments (Australia).

Manager's responsible investing approach

The responsible investment framework is fully embedded into the company's investment and fund selection process across asset classes and delivered through a range of approaches spanning ESG integration, engagement with companies on ESG issues, exercising of their proxy voting rights, ethical investing, support for sustainable organisations and impact investing. Equity Trustees Asset Management is a member of the Responsible Investment Association Australasia (RIAA) and a signatory to the United Nations-supported Principals for Responsible Investment (PRI). As a PRI signatory, the company reports regularly on its responsible investing approach and is assessed on its implementation.