Principles for Responsible Investment

The Principles for Responsible Investment (PRI) are an initiative in partnership with the UNEP Finance Initiative and the UN Global Compact. It consists of six principles, the aim of which is to achieve a better understanding of the effects of investment activities on environmental, social and corporate governance issues as well as a broader acceptance of these issues among financial market participants. Since the principles were launched in 2006, the initiative has grown steadily, reflecting the growing importance of sustainable and responsible investment practices. Avega Capital Management S.A. (ACM) has been a signatory to the PRI since 2021 and is therefore an active ambassador for the six principles.

We will incorporate ESG issues into investment analysis and decision-making processes

Together with our customers, our ESG team develops approaches for the integration and measurability of sustainable investments. We pursue a holistic approach that involves all departments under the leadership of our ESG officer. In this way we can ensure that our goals can be pursued collectively and that our sustainable values ​​are also reflected in the daily work of our employees.

It is important to us that our employees take part in regular internal and external trainings on ESG so that we can reflect the latest developments in the market in our decision-making processes.

We will be active owners and incorporate ESG issues into our ownership policies and practices

ACM has developed a sustainability policy that binds our actions to sustainable principles. The policy is published here.

In our portfolio we have experienced clients with proven expertise in the field of sustainability with whom we maintain a regular dialogue about “best practices”. We use this exchange to question and realign our own processes as well as those of our clients with regard to our sustainable footprint.

We will promote acceptance and implementation of the Principles within the investment industry

As a member of the BAI Sustainable Finance & ESG working group, we are actively involved in the development of ESG-related regulations and standards and are therefore in constant contact with other market participants on ESG topics.

We will work together to enhance our effectiveness in implementing the Principles

Together with our professional network from different disciplines and alternative asset classes, we discuss, for example, the feasibility of new sustainable regulation or the increase in ESG-related investments.

We will each report on our activities and progress towards implementing the Principles

As part of the PRI, we are committed to disclose our progress and positive influences on responsible investing on an annual basis.

We will seek appropriate disclosure on ESG issues by the entities in which we invest

For our clients, we ensure that they meet all regulatory requirements for ESG disclosures. We are actively involved in the development of indicators that show the positive influence of our clients on sustainable issues. We stand for transparent communication that enables all market participants to fully consider our ESG approach.