Epoch’s approach to ESG is fully aligned with the firm’s investment philosophy and integrated into our investment analysis. Our investment team partners with dedicated ESG specialists at the firm.

Our approach is centered on two principles:

  1. ESG Investing offers a complementary lens to traditional views of risk and reward.
  2. Modern companies face an increasingly complicated set of stakeholders. We aim to help our clients better understand the choices companies face, and to help companies as they consider the path ahead.

Our Focus

Environmental

We believe that climate change has the potential to affect virtually every company we invest in, whether through physical climate risk or transition risk as we shift to a lower-carbon economy. Conversely, we believe that the best-placed companies will thrive as a result of this transition. We monitor the carbon intensity of our portfolios and engage with the major contributors to better understand the climate strategies and the actions they are taking to address climate-related risks.

Social

We believe that social considerations are increasingly important for modern companies. These include developing strong human capital management practices and nurturing diverse, equitable and inclusive workplaces. It also includes creating ethical supply chains free from human rights violations such as modern slavery. We also believe companies have an obligation to use their power responsibly, whether through their own corporate activity or their influence on policymakers through lobbying.

Governance

We believe that strong corporate governance drives shareholder value while protecting shareholders’ interests. Informed boards lay the foundation for high-performing management teams to create positive corporate culture, effectively define strategy and judiciously allocate capital to its highest use. In our proxy voting policy and processes, we urge companies to adopt corporate governance structures most aligned with the creation of shareholder value.

Our Team

Our dedicated ESG team partners with our fundamental analysts and portfolio managers to evaluate material ESG issues, underpinned by our own deep research and third-party data.

Ravi Varghese

Director, Head of Sustainable Investing

Maya McFann

Senior Associate, ESG Analyst