sustainable investing Intro
In keeping with Albourne’s mission to empower our clients to be the best investors they can
be, we are integrating Sustainable Investing (“SI”) into every aspect of our services, in
order to facilitate engagement with this issue, both as a risk and an opportunity.
SI is emerging as a 21st century take on risk: there is growing awareness amongst the
investing community
of environmental issues, the real-world effects of social dynamics, and the real risk,
ultimately to society, where governance is absent or misguided. Today, these risks are
recognized to have tangible financial consequences for organizations. Conversely, efforts to
address them are believed to be generating trends that may provide opportunities.
Therefore, Albourne takes the view that all investments feature Sustainable Investing risks, albeit to varying degrees, and expects managers to have a strategy that identifies, measures, monitors and manages such risks to the extent they are material.
We have launched the Albourne SI Questionnaire which enables Managers to outline
their approach
to this issue, based on industry-standard PRI questionnaires, and facilitates our
proprietary
Sustainable Investing Score. This helps us to evaluate the extent to which these risk
factors
are integrated into a fund’s investment and risk management processes. In addition to
innovating
specialist SI capabilities and other developments across our Investment Due Diligence and
Operational Due Diligence capabilities, we have also, jointly with the Standards Board for
Alternative Investments, extended the Open Protocol risk transparency framework to
incorporate
SI reporting.
