Funds Group: Zeo Funds
Management Company: Zeo Capital Advisors, LLC
Funds Affected: Zeo Sustainable Credit
Principal Sustainable Investment Management Strategy: ESG integration
Summary:
The adviser further manages default risk by considering whether an issuer’s management is making deliberate business decisions around the environmental, social and governance (ESG) factors most relevant to its operations. By considering these risk factors, the adviser aims to evaluate if a business is operating in a sustainable and responsible way to preserve its competitive advantage and maintain its staying power. In seeking to invest in companies who are leaders in their sectors in key areas of sustainable business practices or who are making visible progress toward appropriate sustainable practices. Specific key areas will vary by industry, and the weight of consideration can vary by company.
The adviser believes that both credit risk factors and sustainability factors contribute to an issuer’s creditworthiness and the combination of fundamental credit research and sustainable and responsible business practices result in a risk profile that is more likely to preserve capital and deliver attractive risk-adjusted total returns.
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