Every year, the Senior Management team holds a strategic planning meeting, in which the firm’s objectives, including ESG responsible investment activities, are discussed.
Optimum Asset Management has a monthly ESG Committee meeting. The ESG Committee is responsible for applying the Responsible Investment Policy. This Committee is in charge of integrating nonfinancial matters related to environmental, social and governance (ESG) factors into the asset management process. Optimum Asset Management is of the view that such factors can maximize the risk-return relationship while having a positive societal impact.
Analysis of ESG scores and carbon footprint for pooled funds are presented by the ESG Committee. The Committee establishes a list of prohibited issuers and a watchlist, based on ESG scores and in-house analysis.