ESG – Environmental, social, and governance
ESG Considerations
GATE Capital Management integrates ESG considerations throughout its investment process. This approach reflects the growing investor interest in ESG factors, which help achieve sustainable, long-term returns, better risk management, and a deeper understanding of the companies we invest in.
Stock Selection
Exclusion Policy
- Controversial weapons
- Thermal Coal
- Tobacco, gambling, adult entertainment
- Violations of UNGC
- Severe controversies
Sector positioning
Focus on specific themes such as:
- Clean energy
- Energy efficiency
- Circular economy
ESG Analysis
- Refinitiv ESG rating check
- Performance assessment of each of the E, S, and G pillars by analyzing qualitative and quantitative KPIs that are material to the industry
- Conversation with top management
Post-Investment
ESG rating & KPIs Tracking
Controversies Monitoring
Feedback & Portfolio adjustments
More information about our ESG Considerations can be found in our Sustainability Risk Policy :
Exclusion Policy
The exclusion policy is the first step of our investment process. It allows us to determine the contours of the investable universe.
A company is excluded from GATE Capital Management (“GCM”) investable universe in the following cases:
1. Its activity is controversial with regard to the ethical criteria of GCM
2. It is subject to significant ESG controversies (incidents, scandals…)
The exclusion policy is valid for all asset classes and geographical areas. It is based on the Paris-aligned Benchmark (PAB) exclusions.
Exclusion overview
Controversial Weapons
Tobacco
Violation of the Global Compact Principles and servere controversies
Hard coal and ignite
Oil
Gazeous fuels
Coal electricity generation
Short description
Producer of controversial weapons (antipersonnel mines, cluster bombs, biological/chemical weapons, depleted uranium, and nuclear weapons)
Production and sale of tobacco
Companies involved in severe violations of human rights or that breach one of the UN Global Compact Principles
Companies involved in the exploration, mining, extraction, distribution or refining of hard coal and lignite
Companies involved in the exploration, extraction, distribution or refining of oil fuels
Companies involved in the exploration, extraction, manufacturing or distribution of gaseous fuels
Companies that simultaneously have a significant involvement in the coal business and lack a solid transition strategy towards a low-carbon economy
Revenue Threshold
0%
0%
0%
more than 1%
more than 10%
more than 50%
more than 50% of revenue with a GHC intensity of more than 100g CO2 e/kWh
