By incorporating ESG factors at various stages of the investment process, BLI aims to make informed, relevant and responsible investment decisions that will generate sustainable returns over the long term.
Aware of its social responsibility related to the investments made on behalf of its investors, BLI the UN PRI in July 2017 with the objective of implementing them through three main axes: integration of ESG factors in the investment process, engagement (link to the Engagement Policy) and active voting policy (link to the Voting Policy).
As a signatory of the UN PRI, BLI is committed to respecting these 6 principles and contributing to the improvement of the global financial sector by promoting best practices.
Our investment philosophy has been built on a long-term perspective. We believe that any company or bond issuer committed to sustainable growth, respecting not only the interests of its shareholders (or debtors in the case of a bond) but also those of its employees, suppliers, customers, the wider community and the environment, should in the long term perform better through reduced exposure to and/or better management of ESG risks. Extra-financial research therefore enables us to implement our best convictions in order to generate solid added value for our clients.
BLI's sustainable and responsible investment methodology has been defined in line with our historical investment philosophy based on conviction-based management with a long-term focus and is applied at different stages of the investment process:
This sustainable and responsible investment methodology has been formalised for equity, bond and fund of funds investments.
These methodologies are supplemented by BLI's Exclusion Policy.
The SFDR, part of the EU’s ESG Action Plan, introduces various disclosure requirements for financial market participants, relating to the integration of sustainability risks as well as the adverse impacts on sustainability factors (link to PAI Methodology) and the concept of “sustainable” assets (link to Sustainable Assets Methodology).
BLI's entire sustainable and responsible investment methodology can be consulted in the documents listed below.
