Oaktree’s mission is to deliver superior investment results with risk under control and to conduct our business with the highest integrity.
We believe that Environmental, Social and Governance (“ESG”) considerations directly and materially impact investment outcomes.
As long-term investors, we believe that a concerted and consistent focus on ESG throughout the investment lifecycle allows us to avoid undue risk and better identify valuable opportunities.
Integrating ESG into our investment process helps ensure that we are aligned with our clients, their beneficiaries and our collective long-term interests. At the same time, ESG fits squarely with our commitment to excellence in bottom-up investment analysis.
Oaktree’s ESG policy provides more information regarding our approach to ESG integration.
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 250 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 strategy participates in GRESB, the global ESG benchmark for real assets. Oaktree’s Real Estate Income strategy is planning to participate in the GRESB Real Estate Assessment in 2022.