Sustainability
We are committed to a responsible investment approach that supports both sustainable development and societal well-being
In every investment decision, we evaluate sustainability risks alongside opportunities for value creation. Our approach integrates environmental, social and governance (ESG) factors, active engagement, negative screening, and adherence to the Principles for Responsible Investment (PRI).
We also ensure transparency by sharing information and documents in line with Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector.
Responsible Investment and Sustainability Risks
When managing investments, we carefully assess the sustainability risks of the financial instruments we use. Our approach is guided by a policy of responsible investment and the integration of sustainability considerations into all of our activities.
INVL Family Office announcement:
Integration of Sustainability Risks in Investment Decisions and Other Sustainability-Related Information
Environmental, social and governance (ESG) factors include environmental and social issues, employee matters, respect for human rights, and anti-corruption and anti-bribery practices. Sustainability risk refers to any event or situation related to these factors that could have a significant actual or potential negative impact on the value of an investment.
In our investment decisions, we carefully assess all risks and factors that may influence the value and performance of our investments, ensuring that sustainability considerations are fully integrated into our approach.
INVL Family Office announcement:
Negative Impact of Investment Decisions on Sustainability Factors and Other Sustainability-Related Information
Some of our financial products may incorporate ESG (environmental, social and governance) factors into their investment process. However, these factors are just one part of the overall assessment and do not replace the main goal of achieving financial returns. ESG integration does not guarantee improved performance. All investments carry risks, including the potential loss of capital, even when ESG criteria are considered.
For more information about how ESG is applied to specific products, please reach out to your financial advisor at INVL Family Office.