At Nexus Global, we work with firms who aim to help clients achieve their financial goals over the long term. We believe that the consideration of Environmental, Social, Governance (ESG) factors forms an important consideration when providing financial advice and ensuring that clients are aware of the principal adverse impacts on sustainability factors and sustainability risks on returns are brought to the client’s attention as part of our advisory process when determining suitability of a client’s ESG preferences.
Our clients may request certain investment sectors or industries to include or avoid in our recommendations as part of our financial review.
Sustainability risk is defined as an environmental, social or governance (ESG) event or situation that, if it occurs, could have a material adverse impact on the value of the investment.
The objective of this policy is to describe the integration of sustainability risks into our investment advisory activities. For the avoidance of doubt, this Sustainability Risk Policy does not cover the investment service of Reception and Transmission of orders (i.e. execution only).
In the same way as market risk, counterparty risk or liquidity risk, sustainability risks should be taken into consideration in any investment, such as:
Our risk assessment process is performed as part of the investment suitability process and considers sustainability risk. This assessment includes, but is not limited to, assessing the issuer’s (Fund Manager/Product Provider) ESG risk profile by making use of data from external providers on the following:
“ESG” are the three pillars of financial analysis we use for assessing how and to what extent a Financial Product Issuer/Fund Manager integrates ESG in their investment strategy and risks policy.
In the context of investment advice, the management of sustainability risks covers the following financial instruments:
This document is intended for informative purposes only. It is solely intended to provide the reader with information on ESG integration at Blacktower Group of Companies (BTG). The content of this document may be amended at any time at the discretion of BTG.