Value Partners’ ESG integration approach facilitates stock picking

02-11-2021

Frank Tsui, our Senior Fund Manager and Head of ESG Investments, shared with the Hong Kong Economic Times how Value Partners applies Environmental, Social and Governance (“ESG”) considerations into investment process. He elaborated that when conducting investment analysis, investment team would apply negative screens to define the ESG-considered investible universe, incorporate ESG assessment into fund research and engage with investees with the proprietary ESG Scorecards, as well as do the post-trading monitoring.

Frank believed that Environmental, Social and Governance issues have a material influence on a company’s long-term fundamentals, and can effectively help companies improve their corporate governance, and to a certain extent, avoid getting caught up of non-financial factors in the negative news, and improve the sustainable operation of the company, which in turn affect the performance of the investment portfolios.

Read the related interview article: Value Partners: ESG integration approach facilitation stock selection.

 

 

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