We believe that Environmental, Social and Governance (“ESG”) considerations directly and materially impact investment outcomes.
As long-term investors, we believe focusing on ESG throughout the investment lifecycle allows us to avoid undue risk and better identify valuable opportunities.
Integrating ESG analysis into our investment process also helps ensure that we are aligned with our clients and their beneficiaries. These efforts fit squarely with our commitment to excellence in bottom-up investment analysis.
Oaktree’s ESG policy provides more information regarding our approach to ESG integration.
ESG Frameworks and Memberships
In order to deepen our longstanding commitment to ESG integration in investment, Oaktree became a signatory to the United-Nations-supported Principles for Responsible Investment (PRI) in 2019. Oaktree’s ESG Policy and our strategy-specific ESG Integration Plans are informed by the principles set forth in the PRI.
Oaktree is a supporter of the Task Force on Climate-Related Financial Disclosures (TCFD) , which develops recommendations for effective climate-related disclosures designed to enable stakeholders to better understand their exposure to climate-related risks. We are currently assessing how to best integrate climate considerations across the firm’s operations and diversified strategies.
Oaktree is a member of BSR, a global non-profit organization that works with a network of more than 300 member companies and other partners to build a just and sustainable world. From its offices in Asia, Europe, and North America, the nonprofit develops sustainable business strategies and solutions through consulting, research, and cross-sector collaboration.
Oaktree leverages the Sustainability Accounting Standards Board (SASB) Standards, which enable investors to identify, evaluate and manage financially material sustainability information. The industry-specific SASB standards are modeled after financial accounting standards and designed to help inform decisions that drive long-term value creation.
Oaktree supports transparency and benchmarking of ESG performance. Accordingly, Oaktree’s Transportation Infrastructure and Real Estate Income strategies participate in GRESB, the global ESG benchmark for real assets. Oaktree joined GRESB in 2019.
Oaktree is a member of the Partnership for Carbon Accounting Financials (“PCAF”), reinforcing our advancements in integrating ESG metrics in its investment processes. The financial institutions in this global partnership are working together to harmonize the financial industry’s approach to assessing and disclosing greenhouse gas (“GHG”) emissions associated with loans and investments.
Oaktree is a member of the ESG Data Convergence Initiative, a partnership of over 275 members working to standardize ESG metrics and provide a mechanism for comparative reporting for the private market industry.
In order to deepen our longstanding commitment to ESG integration in investment, Oaktree became a signatory to the United-Nations-supported Principles for Responsible Investment (PRI) in 2019. Oaktree’s ESG Policy and our strategy-specific ESG Integration Plans are informed by the principles set forth in the PRI.
Oaktree is a supporter of the Task Force on Climate-Related Financial Disclosures (TCFD), which develops recommendations for effective climate-related disclosures designed to enable stakeholders to better understand their exposure to climate-related risks. We are currently assessing how to best integrate climate considerations across the firm’s operations and diversified strategies.
Oaktree is a member of BSR, a global non-profit organization that works with a network of more than 300 member companies and other partners to build a just and sustainable world. From its offices in Asia, Europe, and North America, the nonprofit develops sustainable business strategies and solutions through consulting, research, and cross-sector collaboration.
Oaktree leverages the Sustainability Accounting Standards Board (SASB) Standards, which enable investors to identify, evaluate and manage financially material sustainability information. The industry-specific SASB standards are modeled after financial accounting standards and designed to help inform decisions that drive long-term value creation.
Oaktree supports transparency and benchmarking of ESG performance. Accordingly, Oaktree’s Transportation Infrastructure and Real Estate Income strategies participate in GRESB, the global ESG benchmark for real assets. Oaktree joined GRESB in 2019.
Oaktree is a member of the Partnership for Carbon Accounting Financials (“PCAF”), reinforcing our advancements in integrating ESG metrics in its investment processes. The financial institutions in this global partnership are working together to harmonize the financial industry’s approach to assessing and disclosing greenhouse gas (“GHG”) emissions associated with loans and investments.
Oaktree is a member of the ESG Data Convergence Initiative, a partnership of over 275 members working to standardize ESG metrics and provide a mechanism for comparative reporting for the private market industry.
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Oaktree’s ESG integration is a team effort. With strong sponsorship from Oaktree’s leadership, we empower our analysts to integrate ESG analysis throughout the investment lifecycle."
Priya Prasad Bowe
Head of ESG
