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CLO

Kartesia keeps developing ESG procedures for its CLO investments

Over the last few years, we have embedded ESG management into the core of our business and into our investment processes. Carefully tracking material indicators has helped us manage our investments more efficiently. We first built specific ESG tools for our debt investments and, as from 2018 and the recruitment of Sharif Anbar-Colas as Head of our CLO strategy, for our CLO investments. 


Since 2018, we continuously strive to improve our ESG tools for CLOs. This year, we improved our due diligence questionnaire for CLO managers by adding a specific ESG section. We also reviewed the Kartesia Responsible Investing policy with a specific focus on CLOs and performed an industry analysis of the underlying companies of our CLOs investments.


Our efforts have been rewarded with an improved scoring for our CLO investment module from the UN PRI. We scored a B this year (aligned with benchmark) and are aiming to continue to improve over the coming years. 


Note that all the signatory reports are publicly available on the UN PRI website: www.unpri.org
 

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