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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes
ESG incorporation strategy (select all that apply)
Panarchy (our name) by definition explains the relationship between humans, human created systems, and the environment. Taking inspiration from that, our founder coined the term 'panvesting' instead of investing which looks at all 4 forms of capital. We do not subscribe to any particular ESG strategy, rather we advocate that panvesting will be the framework of investing in the future as investors cannot simply focus on financial returns alone.
Type of screening
We exclude Gambling, Tobacco, Pornography and Weapons as sectors.
We exclude companies that have sub par governance.
We exclude sectors that we believe are unsustainable in terms of fundamentals.
Our governance analysis and resilience analysis covers the corporate governance topics of companies, and the environmental/social performance topics for portfolio companies. We only invest in companies that have identified material issues around all forms of capital, set targets around material issues (which includes environmental, social and human capital) and then deliver on those targets. This process is called resilience analysis with our proprietary scores. We need to see incremental improvement in resilience scores for a company to be considered for our portfolio.
Our panvesting process will not change as we have affirmed this process with our clients and beneficiaries.
We do not have a Thematic Fund. Our Global Panvest Fund has sustainability at its core and is not thematic in nature.