Heptagon European Focus Equity Fund’s ESG analysis processes
Welcome to day 7! Continue to read to learn more about the ESG analysis processes European Focus Fund incorporates into its strategy!
European Focus integrates ESG strategies from across Heptagon’s sustainable investing framework as an intrinsic part of the investment process. These include:
ESG screening is aimed at avoiding investments in harmful industries. The fund excludes companies which are involved in tobacco, controversial & conventional weapons, fossil fuel extraction and/or power generation, gambling and adult entertainment.
ESG integration: the systematic and explicit inclusion by investment managers of ESG factors into financial analysis and investment decisions. Christian seeks out industry leaders, these are companies with top quality management and highly ethical companies, and he avoids commodities plays and asset heavy industries like energy companies.
Company Engagement: the aim of driving positive outcomes in ESG related policies through proxy voting and ONGOING dialogue with invested companies. A recent example involved improvement of the ‘G’ in ESG when it came to Eurofins Scientific and ITS disclosure of better SPECIFIC regional like-for-like growth rates and not just for the group’s total consolidated sales figure.
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