We have developed a proprietary ESG investment strategy called "Buy & Care".
Please refer to the methodology and results as described within our integrated performance reports: https://www.ppt.ch/buycare/
Since 2006, Cadmos has succeeded in simultaneously delivering financial performance and tangible impact. It has done so by engaging with the portfolio companies and helping them to integrate their most material environmental, social and governance (ESG) topics into their corporate strategy. The Cadmos performance and impact report shows that all the Cadmos Funds have outperformed their benchmarks since 2006 and that in 170 cases, companies have implemented our progress recommendations.
The portfolio managers’ participation in the engagement meetings together with our sustainability experts who together formulate progress recommendations remains Cadmos’ unique selling prop- osition. Through this dialogue, the portfolio managers obtain a deeper insight into the sustaina- bility of each company’s business model while creating additional social impacts potentially contributing to the 17 UN Sustainable Development Goals (SDG’s).
Our engagement goes well beyond simple dialogue with the company’s management. Each year we make clear progress recommendations and provide a thorough analysis of the gaps in the reporting.