Blue Oceans Capital Integration of PRI Guidelines
Evolution is at its best when it is beneficial to both the organism and its surrounding environment.
We believe strongly in business models as tools for progressing evolution. For evolution to be most beneficial it must sustain the organism and its environment. That’s why we are passionate about businesses contributing to the benefit of people and the natural surroundings they depend on. Much environmental destruction has occurred at the hand of capitalism, it must be stopped and reversed at pace.
To assist in our effort to only support businesses acting for sustainable evolution, we have become members of The United Nations Environment Program Finance Initiative (UNEP FI) and have become signatories to The Principles for Responsible Investment (PRI).
A partnership of 240 institutions working with the UN Environment to address the most pressing environmental issues facing the world today. The group works to understand known and emerging issues, why they matter, and how to overcome them as relevant to banking, insurance, and investment decision making and market practice.
The PRI is the world’s largest enabler of responsible investment. Its function is to understand the implications of investment as it relates to environmental, social, and governance (ESG) factors and supports a global network of investor signatories in their effort to incorporate these factors into decision making processes. The PRI is independent. It does not operate for profit, is not affiliated with any government, and is part of the United Nations but not supported by it. Our application of ESG analysis is set out below.
Our ESG Analysis Methodology
The underlying format we follow in beginning ESG analysis and as adapted from the PRI guidelines.
Case Study – SolarEdge
This case study explores how ESG analysis uncovered strengths but also significant weaknesses that we may have been otherwise unaware of in a potential investment.
Case Study – Facebook
In this case study ESG analysis uncovers critical concerns that forced us to exit a position we had held for some time.
In managing internal ESG issues, we follow the standards as set out in the ESG Reporting Guidelines for Australian Companies as set by the Financial Services Council. To view a copy of our ESG Policy for Blue Oceans Management click here.
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