ESGSustainable Investing

Our Sustainable Investment Group works across asset classes to embed Environmental, Social and Governance (“ESG”) considerations within our investment process to manage financial risk more holistically and create long-term value for our clients.

Established in 2018, the Sustainable Investment Group works hand-in-hand with our investment teams to integrate relevant ESG factors both pre-and post-investment. Our approach follows three guiding principles:

Grounded in Materiality

Quantitative analyses allow for meaningful integration of ESG factors within the decision-making process

Focused on Feasibility

ESG engagements are focused on practical solutions that are tailored to each individual portfolio company

Catalyzed by Research

We analyze forward-looking industry trends to understand ESG-related investment risks and identify strategic growth opportunities

Investment Integration

Wafra became a signatory to the United Nations Principles of Responsible Investing (“UNPRI”) in 2016 and, as such, is committed to integrating ESG issues throughout our investment decision-making and ownership processes. Specifically, our Sustainable Investment Group focuses on:

ESG Investment Integration

We conduct due diligence on sector-specific ESG 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 & Creation

We take a collaborative approach and view investments as partnerships in which we aim to educate, engage and empower our portfolio companies to adopt strong ESG practices, capture efficiencies and pursue innovative business opportunities

Research & Industry Outreach

We participate in a number of advisory groups, contribute to research publications and conduct in-depth research on emerging trends to assess potential financial implications for Wafra’s investments