Sustainability & ESG

Integrating sustainability in an institutional framework.

Our commitment to sustainability, ESG integration, and responsible stewardship is embedded throughout our investment process, from research and portfolio construction to engagement and reporting.

Principles-based, not slogan-based.

The goal is to clearly explain how environmental, social, and governance considerations are integrated into research, portfolio construction, and client reporting—without overstating what can be achieved or guaranteed.

ESG integrated

Responsible investing

Our ESG framework

Our ESG approach is built on three core pillars: integration of ESG considerations into investment decisions, active stewardship through engagement and voting, and alignment with client mandates and objectives.

Integration

ESG metrics are considered as part of fundamental and quantitative analysis, with an emphasis on materiality for each sector and issuer.

Use of third-party ESG data where appropriate
Sector-specific materiality assessments
Documentation of how ESG inputs affect decisions

Stewardship

Engagement and proxy voting are used—where relevant and permitted—to support long-term shareholder value and better governance practices.

Clear guidelines for voting and engagement
Focus on governance, risk, and disclosure
Reporting on key themes and outcomes

Alignment

Client mandates define the level and style of ESG integration, including any exclusions, tilts, or thematic allocations.

Mandate-specific ESG guidelines
Flexible implementation by strategy
Coordination with clients and advisors

ESG integration points

ESG considerations are integrated throughout our investment process, from research and portfolio construction to risk management and client reporting.

Research: Incorporating ESG metrics into company or issuer assessments, including controversies and governance quality.
Portfolio construction: Applying constraints or tilts based on ESG scores, sector-level policies, or client mandates.
Risk management: Monitoring concentration in ESG risk factors, such as carbon intensity, headline risk, or governance controversies.
Reporting: Providing clear, concise ESG-related reporting where appropriate, including carbon metrics or stewardship activity.

ESG Impact

Measuring our sustainability commitment

We track and report on key ESG metrics to demonstrate our commitment to sustainable investing and responsible stewardship practices.

🌱

100%

ESG Integration Coverage

All strategies incorporate ESG considerations in the investment process

📊

95%

Voting Participation

Active engagement through proxy voting and company meetings

🎯

50+

Engagement Themes

Regular dialogue with companies on governance and sustainability

📈

Annual

ESG Reporting

Comprehensive reporting on ESG activities and outcomes

ESG initiatives and focus areas

Our sustainability efforts span multiple dimensions, from environmental considerations to social impact and governance excellence.

Climate Action

Assessing and managing climate-related risks, including carbon footprint analysis and transition risk evaluation across portfolios.

Carbon intensity monitoring
Climate scenario analysis
Transition risk assessment

Social Responsibility

Evaluating labor practices, human rights, and community impact in our investment decisions and engagement activities.

Labor standards assessment
Diversity and inclusion focus
Community impact evaluation

Governance Excellence

Promoting strong corporate governance through active ownership, proxy voting, and engagement on board composition and oversight.

Board effectiveness review
Executive compensation oversight
Risk management governance

Transparency & Reporting

Clear, comprehensive ESG reporting

We believe transparency is essential for building trust with clients and stakeholders. Our ESG reporting provides clear insights into how sustainability considerations are integrated throughout our investment process.

Regular Reporting

Annual ESG reports detailing integration activities, engagement outcomes, and key metrics across all strategies.

Client-Specific Disclosures

Tailored reporting that addresses specific client mandates, regulatory requirements, and sustainability objectives.

Third-Party Verification

Where applicable, we utilize recognized ESG frameworks and may seek independent verification of our reporting practices.

Important disclosure

ESG integration and sustainable investing strategies may not be suitable for all investors. ESG considerations may limit investment opportunities available to a portfolio. Past performance is not indicative of future results. Please refer to individual strategy documentation for detailed ESG policies and practices.