Responsible Investment

The SFDR regulation – Sustainable Finance Disclosure Regulation defines information obligations applicable to sustainable finance.

Pursuant to article 6 of SFDR, Spirit Asset Management (“Spirit AM”) informs its clients that to date it does not use ESG (environmental, societal and governance) criteria as part of its discretionary and advisory management services, particularly because of the difficulty in obtaining precise and reliable information.

With regard to investment funds management activities, Spirit AM relies on the processes and tools implemented by the Management Company of the investment funds managed by Spirit AM and which strive to achieve a balance between economic, social and environmental factors. These tools consist of a scoring system based on:

  • Exclusion criteria of companies generating a significant proportion of their revenues from activities in controversial areas of business;
  • Rating approach of a reputable rating provider;
  • Consideration of the Sustainable Development Goals (SDGs) of United Nations;
  • Consideration of positive metrics for alternative energies, energy efficiency, green building, pollution prevention, sustainable agriculture and sustainable water management in order to reduce risk.

We invite our clients and investors to read the Funds prospectus and/or to contact us for more details.

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