Capital Dynamics
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Facts & Figures
Inception of sustainability strategy | 2010 |
Total AUM (USD) | 17 billion |
AUM Responsible Strategies (USD) | 3.9 billion |
% screened | N/A |
% ESG integration | 100 |
% engagement | N/A |
% proxy voting | N/A |
Responsible Investment team | 15 |
Ticking Boxes
Firm-wide ESG integration | ✓ | |
Impact investing | ✓ | 10 |
PRI Signatory | ✓ | since 2008 |
UN Global Compact | ||
CDP Signatory | ||
UNEPFI Signatory | ||
IIGCC Signatory | ✓ | |
SWESIF | ||
Funds in Hållbarhetsprofilen | ||
Other memberships | Click here to see all other memberships |
Exclusions
All RI Strategies | Firmwide | |
International norm violations | ✓ | ✓ |
Fossil fuel (all) | ✓ | ✓ |
Thermal coal | ✓ | ✓ |
Anti-personnel landmines & Cluster munitions | ✓ | ✓ |
Weapons of mass destruction (nuclear, biological & chemical) | ✓ | ✓ |
Weapons (all) | ✓ | ✓ |
Tobacco | ||
Alcohol | ||
Gambling | ||
Pornography | ✓ | ✓ |
Fur | ||
GMOs |
IN BRIEF
Capital Dynamics has a long-standing commitment to corporate responsibility. In recognition of the importance of responsible investment, each of the firm’s three business lines (Private Equity, Private Credit and Clean Energy Infrastructure) integrates the United Nations-supported Principles for Responsible Investment (“PRI”), the United Nations Sustainable Development Goals (“SDGs”) and other environmental, social, and governance (“ESG”) factors throughout the investment appraisal, due diligence, and post-investment monitoring process.
Our firm’s proprietary R-Eye™ Rating System that we use to measure and monitor ESG-related risks and opportunities for each of our investments is underpinned by the United Nations SDGs. This quantitative scoring system and our robust ESG reporting provide our investors with greater transparency to our approach to responsible investment as well as measurable ESG statistics and impact.
The firm believes that responsible investment leads to enhanced long-term financial returns and a closer alignment of objectives amongst investors, stakeholders and society at large. The firm is truly invested in tracking the impact of ESG considerations in an effort to better understand how these factors affect performance over time.
SRI HIGHLIGHTS
Sustainable Products & Strategies
Core / Impact
Active SRI
Screened
Source & Resources
Company Website
Research
Responsible Investment Policy
UN PRI Transparency Report (2020)