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 :
More information about our « Sustainability-related disclosure » (Article 10 du Règlement SFDR) :
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:
- Its activity is controversial with regard to the ethical criteria of GCM
- 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 | Short description | Revenue Threshold |
|---|---|---|
| Controversial Weapons | Producer of controversial weapons (antipersonnel mines, cluster bombs, biological/chemical weapons, depleted uranium, and nuclear weapons) | 0% |
| Tobacco | Production and sale of tobacco | 0% |
| Violation of the Global Compact Principles and severe controversies | Companies involved in severe violations of human rights or that breach one of the UN Global Compact Principles | 0% |
| Hard coal and lignite | Companies involved in the exploration, mining, extraction, distribution or refining of hard coal and lignite | more than 1% |
| Oil | Companies involved in the exploration, extraction, distribution or refining of oil fuels | more than 10% |
| Gaseous fuels | Companies involved in the exploration, extraction, manufacturing or distribution of gaseous fuels | more than 50% |
| Coal electricity generation | Companies that simultaneously have a significant involvement in the coal business and lack a solid transition strategy towards a low-carbon economy | more than 50% of revenue with a GHG intensity of more than 100g CO2 e/kWh |
More details about our exclusion policy can be found here :
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