Solaris Investment Management has an ESG Policy that describes how ESG factors are incorporated into our every day investment decision making. The ESG Policy is an integral part of our investment process. The Solaris team has been actively involved in assessing the impacts of ESG factors for over 20 years (both at Solaris and previously at another funds management group). We have witnessed the impacts of ESG factors on stock valuations and consider ESG factors as another important source of stock value drivers. We see structural shifts occurring in investment markets as sustainability becomes more "front of mind" for investors and believe that understanding ESG factors is key to reducing portfolio risks and identifying investment opportunities as they evolve.
The existing Solaris ESG Policy was first adopted in 2010 and is reviewed and approved by the Solaris Board annually.
Solaris now manages three negatively screened investment products which operate as part of our overall investment process with additional screening applied as per the clients' exclusions. The exclusions are monitored as per the clients' Individual Mandate Agreements (IMAs).