Our Approach to Investing
Portfolio Review > Research Update > Sector Limits
Disciplined. Structured. Consistent.
Our Approach to ESG
Saracen Fund Managers uses a very detailed scorecard based on Bloomberg data for ESG analysis.
- 33 Environmental factors, 15 Social factors and 37 Governance factors feed into four scores (E, S, G and ESG overall).
- Companies are ranked relative to their sector.
- ESG analysis is undertaken separately from financial analysis. Low ratings trigger further investigation and potential exclusion.
- We actively engage with company managements to understand their approach and try to influence where necessary.
- We are a signatory to the UN PRI.