How Pender incorporates Responsible Investing into our portfolios
As bottom-up investors, Pender’s ESG factor analysis is an integral part of our investment process and is consistent with our investment philosophy. It helps us to understand the quality of a business or security and to determine factors that may impact value, deployment of capital, and mitigate downside risk. We believe that accessing corporate ESG data that is comparable, consistent and material can be critical to long-term enterprise value creation.
All Pender mandates incorporate Responsible Investing integration. Some of our mandates may contain additional ESG strategies including some of the following:
- Corporate engagement and shareholder action
- Positive best-in-class screening
- Sustainability-themed investing
- Impact investing
- Exclusionary/negative screening
Environmental Factors
Companies that acknowledge environmental conditions and risks and how their businesses may contribute to the amelioration of climate change.
Social Factors
Companies that conduct business in an ethical and honest way and engage positively with the communities in which they operate.
Governance Factors
Companies with experienced management teams and stated governance processes and policies that are in alignment with prudent and balanced business practices.
