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.

Saracen Fund Managers’ environmental, social, governance and sustainability policy