ESG – Responsible investment

 
 
 
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.