How we incorporate Responsible Investing?
At Avant Capital, we believe that portfolio management should go beyond financial returns. As stewards of long-term capital, we are committed to aligning financial goals with the promotion of a more sustainable and equitable world, driving long term value and positive impact. Our investment process diligently integrates responsible investing frameworks, to better align our client’s portfolios with their values.
We partner with leading third-party reporting providers to provide each client with a clear and comprehensive breakdowns of their portfolio’s Environmental, Social, and Governance (ESG) footprint, allowing them to see how well their holdings align with their values and Responsible Investing goals, while presenting a snapshot of their overall ESG risk exposures. We then use this in-depth analysis to make portfolio adjustments, incorporating each client’s unique values and beliefs to expertly tailor their portfolio.
Reinforcing this diligent investment process, our extensive financial markets access allows us to invest in the companies that best fit a client’s Responsible Investing goals, and to capitalise on ESG-related investment opportunities wherever they present. An example is our access to worldclass unlisted renewable energy asset funds, which are not available on public financial markets, and are inaccessible to everyday investors.
Our Approach to Responsible Investing
Screening
We conduct extensive due diligence across various asset classes and industries to identify the right investment opportunities for our clients. Leveraging our advanced investment intelligence ecosystem, we meticulously screen companies against rigorous ESG and sustainability benchmarks—resulting in a curated universe of investments that not only meet your financial objectives but also align with your values.
Refine
From this foundation, we refine our selection through comprehensive analysis that goes beyond surface-level ESG claims. We evaluate each potential investment through multiple lenses—examining operational sustainability practices, assessing risk management frameworks, and analysing long-term strategic positioning. This multi-dimensional approach helps us distinguish between companies making meaningful progress on their sustainability journey and those that may not deliver lasting value. By applying these rigorous standards, we ensure your portfolio includes organisations with both strong fundamentals and authentic commitment to responsible business practices.
Tailor
We then tailor your portfolio with precision, integrating your unique sustainability priorities and financial goals. This personalised approach ensures your investments reflect your specific values—whether you prioritise climate action, social justice, or corporate ethics—while maintaining optimal diversification and risk management.
Reporting
Our commitment extends beyond investment selection through comprehensive reporting that provides transparent insights into both your financial performance and sustainability impact. These detailed analytics quantify your portfolio’s ESG footprint, tracking metrics such as carbon emissions reduction, diversity advancement, and governance improvements, giving you clear visibility into how your investments are driving positive change alongside financial returns.
UN PRIs
Avant Capital aligns our investment approach with the principles outlined by the United Nations Principles for Responsible Investment (PRI). We are committed to integrating ESG factors that are important to our clients across every stage of the investment process. From active ownership and ESG-driven analysis to encouraging transparency and promoting industry-wide collaboration, we strive to align our investment strategies with the long-term interests of our clients and the broader global community.
- United Nations Principles for Responsible Investment (PRI)
UN SDGs
We are dedicated to aligning our operations and investment strategies with the UN Sustainable Development Goals (SDGs), addressing critical global challenges such as quality education, climate change, gender equality, and responsible consumption. By embedding sustainability into our workplace practices, community involvement, and portfolio management, we aim to deliver positive social and environmental outcomes alongside strong financial returns.
- Our Stewardship
Sustainability Policy
At Avant Capital, we take a proactive approach to always ensure environmental stewardship, social responsibility, and strong governance. From reducing waste and energy consumption in our offices to promoting diversity and community engagement, we are committed to building a more sustainable and inclusive organisation. This policy reflects our belief that responsible business practices drive long-term value – for our clients, employees, and the planet.
- Sustainability Report