ESG.
Materiality Matters.
Integration and materiality define our approach to ESG.
We believe that material ESG factors can affect the long-term profitability and/or risk profile of a company and therefore are critical considerations as we holistically assess company fundamentals.
Altrinsic has incorporated ESG considerations (both risks and opportunities) into our investment process since inception in 2000.
We believe that material ESG factors can affect the long-term profitability and/or risk profile of a company and therefore are critical considerations as we holistically assess company fundamentals.
Altrinsic has incorporated ESG considerations (both risks and opportunities) into our investment process since inception in 2000.
Our ESG Approach
We formally consider ESG issues for all companies, recognizing that each should be evaluated on a situational basis. Our analysts focus on
identifying, analyzing, engaging on, and assessing the impact of the key, material ESG issues.
identifying, analyzing, engaging on, and assessing the impact of the key, material ESG issues.
01.
Identify
Focus on the key material risks and opportunities
02.
Analyze
Incorporate potential effects of material considerations into our analysis and assumptions
03.
Engage
Discuss ESG topics with the company to communicate our expectations and gauge their appreciation
04.
Impact
Adjust financial projections and valuation metrics as warranted, potentially eliminating the company from consideration
To gain further perspective, we monitor ESG issues at the portfolio level using a combination of proprietary and third-party tools and reports.
We believe in:
- Integrating ESG considerations into the investment process to identify material risks and opportunities
- Balancing internal efforts with third-party tools to highlight matters of varying significance
- Continually enhancing the efficiency and effectiveness of our efforts
- Engaging with companies to contribute to long-term value creation
- Voting proxies to uphold a vital shareholder responsibility and deepen engagement
Altrinsic Policies
For details on how we take action to fulfill each of our ESG beliefs:
ESG Investment Policy Statement
For details about our proxy voting procedures, including protocols to protect against conflicts of interest:
