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Thinking sustainable. Thinking long-term finance

Enviromental, Social
and Governance

SCORE 2023: 


Policy Governance & Strategy: 81 


Listed Equity – Active Fund: 91


Fixed-Income – Corporate: 99


Confidence building measures: 100


With our ESG internal methodology, we promote a combination of environmental and social characteristics and we make sure that companies in which investments are made follow good governance practices.

*All the strategies managed under the Alken Fund SICAV are Article 8 SFDR. 


We incorporate ESG criteria throughout the entire investment process while screening 100% of the invested portfolio according to an ESG strategy and standards which have been recognised by LuxFLAG.

**Obtained for three of the client accounts managed in 2020, 2021, 2022 and 2023 again.


Our approach


Our ESG tools and analysis were implemented to protect and enhance returns, and this is to be distinguished with strategies where sustainability is the primary alpha driver of investment decisions, as defined in the new Regulation.


With our ESG process and our integration methodology, our objective is to ensure that different investment teams can make forward-looking decisions with the highest level of information available, both in terms of financial information and non-financial information.


Our approach


All of our strategies involve a level of risk - a financial one as well as a non-financial one, as we believe that the value of investments is linked to both types of risks. 


Our investment team together with our ESG Committee work alongside to make sure effective processes are in place in order to anticipate, monitor, screen, process and evaluate those different potential ESG risks.

Learn more

Our four pillars of ESG

ESG Organisation


Our ESG organisation 

Exclusion Policy


Firm wide exclusions. Strategy specific exclusions.

Integration Policy


From stock-picking to firm monitoring and exit strategy.

& Voting


Engaging with companies on ESG issues. 

With regards to the Alken Funds, AFFM is committed to 100% of voting. 

Evolution of our ESG commitment

Our road to ESG



Alken becomes signatory of UN PRI



Alken contracts with ESG provider: VIGEO


Negative screening approach


Monitoring companies' ESG scorings,

Implementing a negative screening approach,

Drafting its own Responsible Investment Policy,

Engaging with invested companies on voting and corporate governance



Alken upgrades contract with VIGEO


Alken designates dedicated ESG Officer


Alken develops its internal ESG taxonomy and internal rating system


Three strategies are granted the ESG LuxFLAG Label in October. 

Alken receive the score A for its annual UNPRI reporting


Alken develops its internal controversy and engagement monitoring platform


Alken adds a set of new exclusion lists based on all E, S and G considerations


Alken becomes signatory of TCFD


Alken integrates the UN Global Compact Principles


Alken integrates the SDGs objectives


Three strategies renew their ESG LuxFLAG Labelling. 


Alken classifies all the strategies except one as Article 8 SFDR.


Alken publishes its first high-level Principal Adverse Impacts Report


Alken changes data provider to MSCI and upgrades its contract to include among other things all climate-related data fields

2022 & 2023

Alken reviews its internal screening and scoring process to include a thorough monitoring of its United Global Compact (UNGC) Watch and Fail Alerts


Alken publishes its first Annex III RTS disclosure.

Alken voluntary considers and publishes its Principal Adverse Impacts. 

Alken awaits for more Taxonomy information to be available. 

*Depending on strategies

Our Approach to Climate Change

Climate change

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.

Alken Commitments: Finance for Biodiversity Pledge, 
UNPRI, TCFD, Paris Agreement

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.


More precisely, we are committed to work towards the decarbonisation of the global economy, in line with the goals set by the Paris Agreement. For this, we encourage corporates to disclose their climate-related risks, we encourage further research and R&D to be made on the different climate change opportunities and we encourage further regulatory developments to clearly define the framework for asset managers.

We have been a signatory to the Finance for Biodiversity Pledge since 

January 2024. The objective of the Foundation is to make a positive

contribution to biodiversity through their investments and activities. With

this commitment, Alken is keen to highlight the importance of protecting

our planet's biodiversity, its life-support system, and support work and

efforts made to promote our "biological diversity".  

3. Logo Finance for Biodiversity Pledge_FfB_Online_wt.jpg
Case study - Company unnamed

SDG contribution and integration


By 2030, ensure universal access to affordable, reliable, and modern energy services.


Well positioned to compete in global markets with 39 electrified vehicles available by the end of 2021. Significant scale with well-established commercial positions in Europe, North America and Latin America.


The company portfolio is uniquely suited to offer distinctive, sustainable mobility solutions to meet its customers’ evolving needs, as they embrace electrification, connectivity, autonomous driving, and shared ownership.


By 2030, substantially reduce waste generation through prevention, reduction, recycling and reuse.


[…] Stay in line with a product strategy that promotes better recovery and recyclability of its vehicles, the Group’s manufacturing plants are committed to developing a circular economy wherever they are located. The Group also wants to avoid wasting natural resources and only use the quantity of raw materials necessary.


This strategy also extends into waste management, through the achievement of zero landfill waste and by encouraging the use of recovery and recycling channels.

ESG task force

Our ESG team

ESG Task Force

Our ESG Team

By 2030, ensure universal access to affordable, reliable, and modern energy services.

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