OpenFunds ESG policy
OpenFunds facilitates the allocation of capital to sustainable and impact investment strategies, providing asset owners with attractive long-term return potential whilst driving positive change for the world.
We provide a platform to access boutique investment managers that have convinging ESG approaches embedded in their investment strategies.
It is our belief that explicit recognition of ESG factors will deliver better long-term outcomes for investors, primarily by reducing risks.
What ESG means to us
Environmental (E)
This aspect considers a company's impact on the environment. It includes factors such as the company's carbon footprint, energy efficiency, waste management, water usage, and other environmental practices. Companies with strong environmental performance are often those that prioritize sustainability, renewable energy, and resource conservation.
Social (S)
The social component focuses on how a company manages its relationships with employees, suppliers, customers, and the communities in which it operates. Social criteria may include labor practices, human rights, diversity and inclusion, community engagement, and product safety. Companies with strong social performance tend to prioritize fair labor practices, diversity, and positive contributions to society.
Governance (G)
Governance refers to the structure and practices that guide a company's decision-making processes. It includes factors such as board composition, executive compensation, shareholder rights, and adherence to ethical business practices. Companies with strong governance practices often demonstrate transparency, accountability, and a commitment to ethical conduct.
UN sustainable development goals
All our ESG managers have integrated some of the UN Sustainable development goals in their investment strategies. The United Nations Sustainable Development Goals (SDGs) are a set of 17 interconnected global objectives designed to address pressing social, economic, and environmental challenges facing the world. These goals were adopted by all United Nations Member States in 2015 as part of the 2030 Agenda for Sustainable Development. The SDGs aim to mobilize efforts to end poverty, protect the planet, and ensure prosperity for all by 2030.
Sustainable Finance Disclosures Regulation
All our ESG managers provide their investors with addtional SFDR reportings. The Sustainable Finance Disclosures Regulation (SFDR) is an EU regulation designed to promote sustainable investments and transparency in financial markets. It mandates that financial market participants disclose how they integrate environmental, social, and governance (ESG) factors into their investment decisions. Key components include disclosure requirements, reporting on adverse sustainability impacts, and ensuring accurate information in marketing communications for sustainable products. The regulation aims to drive investments towards sustainability and enable informed decision-making by investors.
Our ESG Funds
Osmosis Sustainability Principles:
- Osmosis defines its sustainable investing through Resource Efficiency, evaluating carbon emissions, water usage, and waste generation.
- Specializing in the environmental dimension (E), Osmosis leverages in-house expertise and proprietary data, integrating social and governance safeguards.
- Objectives encompass delivering superior risk-adjusted returns and substantial reductions in portfolio environmental footprints.
- Employing a best-in-class approach, Osmosis selects companies across sectors adept at efficiently using limited resources for economic value creation.
- Osmosis actively engages with companies on environmental performance and disclosure.
- The proprietary environmental database guides Osmosis' distinctive investment signal.
- Osmosis maintains a competitive edge through ongoing investments in the environmental expertise of its human capital.
- The Resource Efficiency metric emphasizes action, favoring companies at the forefront of resource management for economic value creation.
Click on the ESG Tab on the Osmosis Core fund page to find out more
Click on the ESG Tab on the Osmosis Core ex Fossil Fuel fund page to find out more
Click on the ESG Tab on the Osmosis European fund page to find out more
Tundra believes a sustainable company embodies responsible ownership, honest leadership, and strong management. Their goal is to invest in businesses making a long-term positive impact on society, producing environmentally and socially sustainable products or services relevant to future generations. Tundra's vision is to achieve financial returns and planetary relief through sustainable investments, emphasizing adherence to planetary boundaries. They integrate the 17 Sustainable Development Goals of Agenda 2030 as guiding tools, advocating a global holistic approach.
The Tundra Sustainable Frontier Fund targets emerging markets, focusing on low-income and lower-middle income countries. In these regions, where a significant portion of the population lacks fundamental rights, Tundra sees an opportunity for local companies to enhance societal well-being by addressing issues like healthcare, food supply, working conditions, and education.
Click on the ESG Tab on the Tundra fund page to find out more
Norron ESG strategy is based on the belief that sustainability is a shared responsibility for individuals and businesses. It is crucial for positive societal development. All businesses, including Norron, must integrate a sustainability strategy into their overall plans. Norron uses their sustainability policy as a framework for responsible investments. The company aims for financial success while contributing to social, environmental, and governance advancements. Norron's fund managers actively select sustainable investments, engage in dialogue, and advocate for improved practices in the companies they invest in.
Click on the ESG Tab on the Norron Select fund page to find out more
Click on the ESG Tab on the Norron Sustainable fund page to find out more
Shipping and sustainability
Shipping is by far the most efficient transportation method with regards of eco-efficiency. And also growing, i.e. the goods loaded worldwide are on a steady growth path and, according to Clarksons Research, increased by over 35 % since 2008.
Briese Schiffahrt group is transporting a significant stake of the world’s overall renewable energy production, e.g. the majority of all windmills produced globally. Demand of energy infrastructure will further increase making transportation capacity of multipurpose project carriers a scarce commodity.
Wind is providing the largest contribution to renewable energy growth. According to the Global Wind Energy Council (GWEC): “2020 was the best year in history for the global wind industry but this growth is not sufficient to ensure the world achieves net zero by 2050. The world needs to be installing wind power three times faster over the next decade in order to stay on a net zero pathway and avoid the worst impacts of climate change.”.
Click on the ESG Tab on the Briese fund page to find out more
Threestones adopts a "Best in Progress" investment strategy in the global real estate market, aiming to improve properties' technical features, increase care beds availability, and ensure compliance with safety regulations. They prioritize responsible allocation of capital to achieve environmental and social goals while delivering sustainable financial returns. Threestones is affiliated with sustainability institutions like UN Principles for Responsible Investing and follows SFDR regulations. They integrate ESG (Environmental, Social, and Governance) factors into their investment strategy through a Sustainability Committee. Threestones identifies and monitors sustainability risks, applies ESG criteria in investment decision-making, and tracks ESG performance indicators. Their remuneration policy incentivizes sound risk management and considers ESG factors in employee assessments. Threestones is committed to international standards and reports annually through initiatives like GRESB.
Click on the ESG Tab on the TSC Eurocare fund page to find out more
