ENVIRONMENTAL, SOCIAL AND GOVERNANCE

We look beyond financial issues when it comes to investing. Environmental, social and governance (ESG) factors are also contemplated in our investment framework.

Click here to read more about our ESG Framework.

• London Business School. Ioannis Ioannou (2008): Why it pays to be socially responsible in business
• Robert Eccles, Ioannis Ioannou, George Serafeim (2012): The Impact of Corporate Sustainability on Organizational Processes and Performance
• Mozaffar Khan, George Serafeim, and Aaron Yoon (2016): Corporate Sustainability: First Evidence on Materiality
• George Serafeim and katie Trinh (2020): A Framework for Product Impact-Weighted Accounts
• WWF:  Resilient and Sustainable Portfolios: A Framework dor Responsible Investment
• Cornerstone Capital Group:  No Place to Hide? Climate Change and Systemic Financial Risk
• Blackrock: A Fundamental Reshaping of Finance
• Vanguard: An Open Letter to Directors of Public Companies Worlwide
• PRI: A Practical Guide to ESG Integration for Equity Investing 

• Integration of ESG into our investment and risk management process
• ESG Best Practices Policy (click here)
• Engagement with the companies in our coverage universe in order to help with their ESG agendas
• Signature of PRI (Principles for Responsible Investment)
• Signature of the “Investors for the Climate” initiative
• Neutralizing Constellation’s carbon emissions
• Participation in the GRI Advisory Board (Global Reporting Initiative) in Brazil
• Two members of our investment team are accredited by the SASB (Sustainability Accounting Standards Board)
• SASB Reporting (click here to access the September 2023 report)
• Introduction of SASB to portfolio companies (click here to view our presentation)