While many asset managers are now focusing on ESG issues, we’d like to look into the future and recognise the sustainability journey that companies are on rather than adopting a short-sighted focus on the current situation. Recognizing the CO2 trajectory and holding management accountable, we believe also helps in generating sustainable financial outperformance over the long term. With the world in the midst of a climate crisis, it’s unsurprising that many investors are focusing on the E of ESG at present. But we believe the social side in particular is also very important. How to incorporate all ESG factors into your investment decision-making process? And how to engage with companies to urge them to improve their practices?
Let’s take a look at our approach to ESG.