The only sustainable win in the long term is a win-win proposition to all parties – society, business partners, investors and fund partners
Environmental, social and governance assessments are incorporated into Caudex’s investment process. These assessments include ethical practices, community welfare and ecological safety, to identify potential risks involved in non-compliant investments. We believe that long-term sustainability is crucial and that enduring success necessarily means alignment with our partners, within the larger community, including all stakeholders.
An effective analysis of ESG opportunities and risk is an essential aspect of the assessment of a business’s value.
Our ESG assessment is based on principles enunciated under the United Nations’ Principles for Responsible Investment, an investor initiative in partnership with UNEP Finance Initiative and the UN Global Compact. As an institutional investor, we act in the best long-term interests of our beneficiaries. In this fiduciary role, we believe that environmental, social, and governance issues can affect the performance of investment portfolios (to varying degrees across companies, sectors, regions, asset classes and through time). We also recognise that applying these Principles may better align investors with broader objectives of society.
Therefore, where consistent with our fiduciary responsibilities, we are committed to incorporate ESG issues into investment analysis and decision-making processes, to be active owners and incorporate ESG issues into our ownership policies and practices, and to seek appropriate disclosure on ESG issues by the entities in which we invest.