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As the world moves forward so does a need for navigating the Environmental, Social and Governance (ESG) space. We believe that ESG factors should be considered as part of a robust investment management framework. 

ESG factors can impact investments over the long term and should be managed with care and expertise. 

We hold an in-depth level of experience and expertise in this area and can help you move forward and prosper, in an ever changing and evolving world. We believe that effective stewardship is vital in enhancing potential long term, sustainable returns and we see this stewardship as a responsibility of the utmost importance.

JANA takes an integrated approach to the consideration of Environmental, Social and Governance factors. We consider the broader impacts on your investment portfolio and any conflicting objectives you may face. The breadth of our client base has enabled us access to a broad range of approaches and the ability to benchmark yours against others.

Deep relationships with service providers and investment managers allows us to leverage the insights of those leading the way in this space.

We can assist in some of the following ways.

  • Education and keeping you up to date with ESG industry developments. 

  • Helping you form your ESG / sustainability beliefs. 

  • Translating your beliefs into policies. 

  • Ensuring your policies have a clear implementation framework and the options available to you.

  • Monitoring, measurement and reporting. 

Climate Change

JANA believes that the scientific analysis which identifies post-industrial revolution greenhouse gas emissions as the dominant cause of climate change is long standing, widely accepted and compelling.  The physical and statistical evidence of climate change and its link to the rising atmospheric concentration of greenhouse gas emissions is overwhelming in our view.  

We believe that climate change presents an emerging systemic financial risk that is likely to impact the returns of risk assets. We also believe that an inevitable transition towards a less carbon intensive global economy will present intermediate term and longer-term financial risks and opportunities for investors.  
Given this, we believe investors should take the appropriate steps to integrate climate change considerations into internal governance frameworks and investment process.  

Whilst acknowledging that investors will be at different stages of the process, we do believe that over time investors should look to:

  • Ensure adequate education and training; 

  • Review investment beliefs as well as climate change-related disclosure; 

  • Include climate scenario analysis in investment strategy considerations;

  • Review investment management capabilities; 

  • Understand underlying exposure to climate change; and

  • Potentially look to hedge some of these risks and target investments that benefit from the transition to a lower carbon economy. 

We look forward to furthering our research and continuing to work with investors to thoughtfully manage climate related risks and opportunities.