Responsible Investing

Aeon Investment Management’s approach to responsible investment is through Environmental, Social & Governance integration. The objective of ESG integration is to protect and enhance the value of our long-term investments. Central to our investment philosophy is the explicit recognition that sustainability factors directly affect long-term business profitability. By incorporating ESG factors, we have greater conviction in valuation and risk-reward assessment, and we are better able to identify security mispricing.

ESG Policies

Environmental Policy

Our framework identifies companies’ current and potential environmental risk factors and quantitatively integrate them into the investment philosophy to ensure responsible investment.

Social Policy

We believe that a better understanding of the socio-economic impact a business has on its employees and the environment it operates in results in more sustainable and responsible investment decisions and practices.

Governance Policy

The Governance Policy is divided into two sections: Engagement Policy which details engagement around ESG issues and a Proxy Voting Policy which ensures responsible investment.

Disclosure Frameworks