ESG Policy

Submission date: 17/06/2021

Impact investing

RM Funds in conjunction with The Good Economy have developed an Impact Investing framework. This as a screening tool and an impact scoring tool which allows RM to monitor and report on the Impact of their investments. RM has a strategy dedicated to Impact. 

Investments we avoid (exclusions)

Negative Screening 

RM will not provide Loans to borrowers whose principal business is:

defence, weapons, munitions or gambling;

RM will not provide Loans to borrowers which generate their annual turnover predominantly from tobacco, alcohol or pornography; an

Investments we favour

RM Seeks to invest into Social & Environmental infrastructure across 6 sectors. These sectors RM feel are critical long term beneficial outcomes for society :

accommodation

healthcare

childcare & education

clean energy

energy efficiency

waste reduction

Charitable activities

RM is a corporate sponsor to https://myonedegree.org/

One Degree is a personal and academic journey designed to support, guide and inspire struggling youth. We believe an A-C grade in GCSE Maths and English are the “passports” that will change a student’s life direction. We achieve this in the following ways:

  • Volunteer mentors – Regular and consistent learning and revision leading up to GSCE exams embeds the practice, planning, time-keeping and confidence the students require.
  • Learning through technology – The use of a tablet per student allows fun, modern learning while contributing to significant savings and environmental responsibility.
  • Guest Speakers – Inspirational and motivational speakers help give students direction, ambition and aspiration.
  • Sports – A variation of group activities builds bonds among the students and mentors.
  • Food – Fun, healthy food boosts energy levels and the ability to focus.

Investment process

ESG & the Impact framework is part of the investment process.