As a systematic equity manager, we integrate ESG by applying exclusions,
filtering out specific companies and industries from our investment universe,
rather than conducting separate fundamental analyses.
Given the size of our firm, resource constraints were a key factor in our
decision to outsource the creation of our exclusion lists.
It is in the best interest of our clients to rely on external expertise that
ensures a deeper understanding of the challenges at hand.
Proxy Voting
Our Proxy Voting Guidelines are flexible and consider local market practices, laws,
and governance codes. We take a pragmatic approach, adapting our voting to the
specific circumstances of each company and market.
Occasionally, Evovest may miss voting deadlines due to timing issues. We do not consider
this to materially affect our clients or strategies, as our systematic, research-driven
approach minimizes the reliance on proxy voting.
We continuously refine our investment process by integrating new data and developing
innovative practices. As ESG disclosure standards like the ISSB and CSRD become
established, we will leverage consistent and high-quality data to enhance our
portfolio construction.
