Supporting investors sustainability goals, as well as their returns
A Focus On Quality
Since inception, our focus has been on identifying quality companies and achieving investment objectives.
A key part of our investment process is to consider material risks and opportunities facing companies and industries including Environmental, Social and Governance (ESG) issues.
Our team diligently engages with companies on ESG risks and opportunities, with the aim of strengthening our conviction in portfolio risk management and improving investment outcomes.
Responsible Investor
Magellan is recognised as a Responsible Investment Leader by the Responsible Investment Association Australasia (RIAA).
We are placed in the top 20% of organisations assessed, demonstrating leading practice in our commitment to responsible investing; our explicit consideration of environmental, social and governance factors in investment decision making; our strong and collaborative stewardship; and our transparency in reporting activity, including the societal and environmental outcomes being achieved.
Stewardship 2024
Stewardship is integral to our investment process.
Magellan's Proxy and Engagement report for the year ended 30 June 2024, highlights the philosophy and implementation of our stewardship activities and provides details and statistics on our engagement and proxy voting activities.
In 2022, Magellan became signatory to the Net Zero Asset Managers initiative.
Net Zero Asset Managers Initiative
This initiative is an international group of asset managers committed to supporting the goal of net zero by 2050 or sooner.
Climate Stewardship Strategy
Our approach to engagement and voting for climate-related risks and opportunities, forms part of our commitment to the Net Zero Asset Managers initiative.
Policies
ESG Policy
How ESG issues are incorporated into Magellan's investment analysis framework and investment process.
Proxy Voting Policy
Magellan's proxy voting policy, guidelines, and principles.
The Modern Slavery Act (Cth) 2018 requires Magellan to report on its efforts to identify and address risks of modern slavery in its global operations and supply chains.
As part of assessing Environmental, Social and Governance ("ESG") risks within our investment portfolios, our investment team identifies risks related to modern slavery within our investment universe. This analysis informs how we engage with companies and industry to drive positive change.
Portfolio of 20 to 50 high quality global companies that meet our low-carbon investment guidelines that is designed to achieve attractive risk-adjusted returns
More about Magellan Global Sustainable Strategy
Our Team
Amy Krizanovic
Head of ESG
Amy Krizanovic is the Head of ESG at Magellan, an active asset manager specialising in global equity and infrastructure strategies. Amy joined Magellan in 2022 and has over 20 years of industry experience in financial services. At Magellan, Amy is responsible for setting policies and frameworks for ESG integration and stewardship which forms a key part of Magellan’s Investment philosophy.
At Magellan, Amy is responsible for setting policies and frameworks for ESG integration and stewardship which forms a key part of Magellan’s Investment philosophy. Amy leads the Magellan ESG team and works closely the investment team to integrate ESG into Magellan’s investment process and implement the Stewardship strategy, through voting and engagement. Prior to Magellan, Amy worked at Aware Super, for almost four years as Manager, Responsible investments. Prior to Aware Super, Amy worked at J.P. Morgan in equity roles for 12 years and spent nearly 5 years in finance and strategy roles at the Commonwealth Bank of Australia. Amy holds a Bachelor of Maths & Finance (Honours) from the University of Technology in Sydney.
Alan Pullen
Portfolio Manager
Alan Pullen is Co-Portfolio Manager for Magellan’s Global Equity Strategies. Alan joined Magellan in 2012 as an analyst in the Financials team and was appointed Head of the Financials team in 2014. In 2017, he became the Portfolio Manager for Magellan’s US Sustainable Strategy and in 2021 established the Magellan Global Opportunities Strategy.
In 2023, he also assumed the role of Portfolio Manager for the Magellan Global Sustainable Strategy and from October 2022 to September 2024, Alan was the Co-Portfolio Manager of the Magellan High Conviction Strategy.
Prior to Magellan, Alan spent nearly seven years as an analyst and portfolio manager at Maple-Brown Abbott, primarily covering financials in Asia ex-Japan. Alan also worked for six years as an economist at the Reserve Bank of Australia, spending time as a banking sector analyst and in the Reserve Bank’s business liaison program. Alan holds a Bachelor of Economics (Honours) from the University of Tasmania.
Alan is a member of Magellan’s Investment Committee.
Elisa Di Marco
Investment Director and Portfolio Manager
Elisa Di Marco is Investment Director and Portfolio Manager at Magellan. Elisa joined Magellan in 2015 with responsibility for research coverage in the financial sector. In 2019, Elisa was appointed Portfolio Manager for the Magellan core global and core ESG funds and became a member of the Magellan ESG team. In 2024 Elisa was appointed Investment Director in addition to her existing portfolio manager responsibilities.
Prior to Magellan, Elisa spent two years as an analyst at APRA, primarily stress testing and supervising Australian financial institutions. Elisa also worked at Macquarie Group as an equity analyst covering banks and at NYSE Euronext Paris in surveillance and research.
Elisa holds a Bachelor of Commerce (Honours) from the University of Wollongong and a Doctor of Philosophy from the University of New South Wales.
Jacqueline Stokes
ESG Analyst
Jacqueline joined Magellan in 2023, bringing five years of consulting experience across various industries.
Before joining Magellan, Jacqueline was a Manager in the Climate Change & Sustainability team at KPMG and previously worked as a financial statement auditor. Jacqueline holds a Bachelor of Environmental Science and a Masters of Accounting & Marketing, both from the University of Adelaide. Jacqueline is also a qualified Chartered Accountant.
More on Responsible Investing
Global Equities Update
Head of ESG Amy Krizanovic and Portfolio Manager Elisa Di Marco delve into the significance of Responsible Investing within global equities, and touch on the need to consider human rights impacts in Artificial Intelligence investment.
Social and Regulatory Risks of AI
While we have a high conviction in the structural tailwinds of AI we must also understand the risks associated with this expansive technology.
Infrastructure Update
Head of ESG Amy Krizanovic and Portfolio Manager David Costello discuss the impact of extreme weather events and energy transition in the relation to responsible investing in global listed infrastructure.
Artificial Intelligence and Human Rights Toolkit
RIAA's Artificial Intelligence and Human Rights Investor Toolkit seeks to enhance the investment community's understanding of the financial and human rights risks associated with AI.
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