At LIM, our goal is to provide strong risk-adjusted returns within the framework of our clients’ investment objectives. Meeting performance objectives demands that risk be scrutinized for each investment decision. We accomplish this through rigorous bottom-up, proprietary analysis focused on credit fundamentals, relative valuation and market technicals. This risk management guideline has been applied to our customized portfolio strategies for over 30 years.
Staying true to our risk management framework, we have formalized and documented our consideration of material ESG factors in our investment decisions. Improved corporate sustainability disclosures have allowed us to hone our approach to further integrate ESG into our credit research process. In this paper, we take a more in-depth look at LIM’s approach to ESG and present our proprietary scoring framework.
To read the full white paper, please click here.