As active investors we are driven to understand all of the material factors that determine the price of a security. We take a team approach to our ESG investment strategy.
Led by our CEO and research directors along with our operations team and Head of Sustainability, it’s a teamwide discussion.
Our sector specific analysts identify materiality markers. Understanding materiality points in Asia comes from our years of experience and engagement with companies. We study each sector specific risk and opportunities and continue to fine tune our understanding of regional drivers. Governmental regulation, stranded assets and social unrest are factors that we need to understand and investigate in this continually changing marketplace.