We believe ESG factors are a crucial consideration in investment analysis. In addition, recent academic research suggests that ESG focused investments tend to outperform the overall market.
We perform thorough analysis throughout the investment process. As such, ESG factors are fully integrated into the decision making. Each potential transaction will be assessed based on fundamental bottom-up analysis. This analysis includes qualitative and quantitative analysis on a macro as well as micro economic level.
The investment professionals assess ESG-related issues and opportunities at the borrower, industry, fund and Beechbrook-wide levels.
- Borrower: from a credit risk perspective, what are the ESG risk/opportunity exposures on a company by company level?
- Industry: what are common ESG risks/opportunities prevalent across the borrower’s industry and how are participants actively approaching this?
- Fund: assess the existing and potential ESG risks/opportunities across the wider fund portfolio.
- Across Beechbrook: review of ESG risks across all Beechbrook’s investment strategies and business activities.
For further information, please refer to our ESG Policy: http://www.beechbrookcapital.com/media/content/files/beechbrook-capital-esg-policy-may19.pdf