An Environmental, Social and Governance (ESG) Approach
Allard Partners embraces the concept of Responsible Investment (RI) at a firm-wide level. We have always held the view that financial metrics are only one measure of a company’s success. To achieve long-term success a business must proactively invest in its people, culture, research, customers and the communities in which it operates. If a company does this effectively over time, it will be reflected in the quality of its brand, distribution systems, management team and ultimately in its operating metrics.
RI is our investment approach that focuses on sustainable practices and incorporates upside ESG opportunities and downside ESG risks into the investment decision-making process. We believe that the consideration of ESG criteria aids an investor’s evaluation of the long-term sustainability of a business in terms of its strategy as well as its ability to attract and retain talent and customers.
Allard Partners is a signatory of the Principles of Responsible Investment supported by the United Nations. Please click to view the following reports below:
1. Allard Partners Responsible Investment Guideline
2. Allard Partners Proxy Voting Policy
3. UNPRI Transparency Report