Image by Michael Olsen

Thinking sustainable. Thinking long-term finance.

ESG Research

Internal & External Resources

Exclusions

Firm wide exclusions

Strategy specific exclusions

ESG Integration 

From stock-picking to firm monitoring and exit strategy

Engagement & Voting

Engaging with companies on ESG issues

Committing to 100% votes to AGMs

(undertaken by our ManCo AFFM)

OUR STORY

From a basic negative screening approach,

to a multi-sourced positive screening and a thorough ESG integration process

THE CASE FOR ESG INTEGRATION

“Who Cares Wins”

Over the past few years, Alken witnessed and welcomed the growing trend of ESG issues being deeply intertwined with business and financial ones. Believer of the new mantra “Who Cares Wins”, Alken sees the integration of ESG factors within the business’ DNA as a catalyst for forward-looking solutions.
From the management’s investment decisions to its relationship with key stakeholders, ESG issues are now incorporated in every aspects of an institutional investor’s core business culture and are on their way to becoming part of investors’ fiduciary duties.

DIFFICULTIES IN ESG RATING

Despite the soar increase of ESG criteria to assess companies’ performance across nonfinancial factors, ALKEN likes to carefully use ESG-rating methodologies and avoid relying on a simple final score for investment decisions.
If some criteria, such as carbon emissions, can be objectively measured, a number of other ESG factors trigger a rather subjective analysis, often generating different ESG scores across the same companies.

Image by Steve Johnson
Image by Ian Chen

ALKEN’S VIEW

Alken doesn’t want to dilute what ESG means nor include ESG just as a marketing tool. If we are a believer that overall, firms with good performance on material sustainability issues will outperform firms with poor performance on those issues, we also came to recognise that the robustness of ESG’s definition can sometimes be questioned. We therefore like to implement what we believe constitutes a sustainable investment which will be capable of adding value in the medium and in the long-term.

OUR ESG TEAM

 

CLIMATE CHANGE

Alken Commitments

 

We have been a UNPRI signatory since 2013 and we support the TCFD since March 2020.

Alken has a long-term investment approach which seeks to guarantee that the growth of companies is compatible with a more sustainable global economy.

 

The role of asset owners in financing the transition

 

The OECD estimates that, globally, EUR 6.35 trillion a year will be required to meet the Paris Agreement goals by 2030.

As public-sector resources will not be sufficient to meet this challenge, the mobilisation of institutional and private capital is fundamental.

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Antony Vallee

Fixed-Income PM

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Reda Karkar

Senior Equity Analyst

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Emmanuelle Haack 

Compliance & ESG Officer

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Adiam Yemane Tewelde

HR & D/I Officer

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Alken Asset Management Ltd. is authorised and regulated by the FCA, FRN 629630