Sustainable Investing
Wafra’s Sustainable Investment Group integrates financially material sustainability metrics across alternative asset classes, embedding them into the lifecycle of our investments. This approach enhances our ability to assess and manage investment risks and opportunities, with the objective of delivering resilient, long-term value for our clients.
Established in 2018, the Sustainable Investment Group works hand-in-hand with our investment teams to integrate relevant Sustainability factors both pre-and post-investment. Our approach follows three guiding principles:
Grounded in Materiality
Our approach prioritizes the sustainability factors most relevant to financial performance while remaining attentive to how industries may change and evolve.
Focused on Feasibility
We ensure that integration strategies are practical, scalable, and aligned with investment objectives.
Catalyzed by Research
Our work is catalyzed by research, leveraging data-driven insights to inform underwriting and enhance value creation.
Investment Integration
Wafra became a signatory to the United Nations Principles of Responsible Investing (“UNPRI”) in 2016 and, as such, is committed to integrating Sustainability issues throughout our investment decision-making and ownership processes. Specifically, our Sustainable Investment Group focuses on:
Sustainability Metrics Integration
We conduct due diligence on sector-specific Sustainability factors with an emphasis on financially material risks and opportunities. Findings are assessed using a proprietary, quantitative scoring system and inform value creation priorities.
Value Retention and Creation
We take a collaborative, partnership-oriented approach to investing – working closely with portfolio companies to enhance sustainability metrics that align with long-term value creation. Our efforts focus on improving operational efficiency and identifying capital investment opportunities that unlock innovation and drive financial performance.
Research and Industry Outreach
Our investment approach is informed by end-to-end analysis – leveraging research and data-driven insights to anticipate market trends and evaluate how sustainability factors may impact long-term value across Wafra’s portfolio.
