AssetWise is a responsible Asset Manager and this responsibility is reflected in the company’s ESG Investment Process and the business development plan. Our participation as a partner of the UNSDSN Initiative in Greece and the EIT Climate-KIC Hub Greece confirms our commitment to a sustainable, social responsible future.
Our Approach to ESG
We evaluate environmental, social and governance (ESG) factors as part of our investment process to uncover hidden risks that might remain undiscovered without the analysis of ESG information, ESG trends and investment opportunities to enhance returns.
ESG Investment Principles
- Companies that use their resources wisely should have an economic advantage over those that do not
- We see ESG information as complementary to other inputs we use to evaluate investment opportunities, in part because ESG generally represents long-horizon information. ESG allows us to develop a more complete understanding of the opportunities and risks faced by companies
- We believe that companies with better governance exhibit higher quality and lower risk
- We believe that ESG will help enhance return and decrease risk, over time and at the margin
- Diversity allows companies to better preserve their profitability by withstanding competitive forces
- The ESG scores we use in portfolio construction add value to our investment decisions
- We see ESG integration as a holistic approach to investment analysis, where material factors—ESG factors and traditional financial factors—are identified and assessed to form an investment decision
- We are continuously expanding our research in this area to further refine our understanding and implementation of ESG insights into our investment process
- Research: Gathering financial and ESG information from multiple sources and analyzing material financial and ESG factors affecting a company, a sector, and/or a country. Calculating of ESG scores through our proprietary scoring system to form a more complete picture of the hidden opportunities and risks.
- Security and portfolio analysis: Assessment of the impact of material financial and ESG factors on the corporate and investment performance of a company, a sector, a country, and/or a portfolio: this can lead to adjustments to the forecasted financials, valuation-model variables, valuation multiples, forecasted financial ratios, internal credit assessments, and/or portfolio weightings.
- Investment decision: The traditional macroeconomic, financial and ESG factors that are identified and assessed, influence our decision to either buy/increase weighting, hold/maintain weighting, sell/decrease weighting, or do nothing/not invest.