Investors’ responsibility at the heart of our philosophy and process
ESG – Environmental, Social and Governance
The integration of ESG criteria improves performance and success of the investments. Increased awareness to ESG constraints contributes to reducing negative corporate surprises and increases the long-term confidence in their activity. It enhances the risk – return profile and allows for a better portfolio construction.
PROCESS GOES THROUGH THE IMPLEMENTATION OF SELECTION CRITERIA, UNDER CONTINUOUS MONITORING
- Commitment to the United Nations Principles for Responsible Investment (UN PRI): six principles for a range of actions to incorporate ESG issues.
- Practice of an exclusion policy. The list excludes companies whose activity is controversial, whose conduct violates the UN PRI principles, human rights, labor standards, environment and corruption rules.
- Presence of resources dedicated to ESG within the fund management companies that we select, including for each fund a process, a reporting and a voting policy.
- Good ESG rating in MorningStar Globe for funds.