BCV engages in socially responsible investing (SRI), seeking to generate an attractive, long-term return on investments while making a measurable, positive impact on society. Our portfolio investment and management process is guided by SRI principles.

We incorporate ESG factors into our investment process primarily through exclusion, reweighting, and active ownership (see below). We also offer thematic funds that invest in companies whose products and services are designed to actively contribute to sustainable development.

What’s an ESG rating?

Some of the SRI approaches defined above rely on ESG ratings. These ratings are designed to assess companies’ resilience to long-term ESG risks in their sector, and to take into account non-financial opportunities in the environmental, social and governance aspects of a company’s operations.

It is also important to understand the limits of ESG ratings. They do not assess a company’s negative impact on the environment and society, they are not climate ratings, and they do not measure a company’s “sustainability.”

ESG ratings are used to construct a robust portfolio and improve long-term risk-adjusted returns.