Sionna uses an integration approach to ESG – we include environmental, social and governance factors in investment analysis and investment decisions. As part of our in-depth research process, we use a robust Research Questionnaire to help us analyze various aspects of a company. Sionna has integrated ESG questions into the Questionnaire – formalizing our process to ensure that any potential issues are raised and addressed during our fundamental research and analysis.
Read more about Sionna's integration approach with an example of a current holding here.
ESG factors help to inform our analysis as part of our bottom-up investment approach. A proper evaluation of a company’s exposure to ESG factors helps Sionna to determine what long-term returns to anticipate from a company, what level of risk to account for and what margin of safety to demand on our investment. By understanding the key drivers of a business and what obstacles may challenge our investment thesis, we can properly manage risk and remain good stewards of our clients’ capital.
Sionna's Responsible Investing Policy can be found here.
Sionna practices active ownership through:
Sionna's Active Ownership Policy can be found here.
Sionna is a signatory of the United Nations-supported Principles for Responsible Investment (PRI) and reports annually in accordance with its provisions. Sionna’s Public Transparency Report is publicly available on the PRI website.