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Our ESG approach

As for the future, your task is not to foresee it, but to enable it

Antoine de Saint-Exupéry

 

To select companies, we analyse several ESG criteria, especially governance and measures to combat climate change.

At BDL Capital Management, we think that creating a carbon-free economy is the biggest industrial, technological and social challenge of the next 30 years.
We are rising to this challenge by encouraging the companies in which we hold shares to pursue an ambitious climate policy and become leaders of this new industrial revolution.

We have a constructive partnership with CDP, an NGO that is world-famous for administering the global disclosure system for companies’, cities’, states’ and regions’ management of their environmental footprint.

Our in-house QIRA model assesses the long-term sustainability of the companies in which we invest.

Find out more about our approach

 Our commitments

To contribute to the emergence of a carbon neutral world, we send letters to corporate management making clear our expectationsas long-term shareholders..

We want companies to:

  • complete the CDP questionnaire on their climate strategy, and make it public
  • undertake to publish scientifically validated greenhouse gas reduction targets
  • work towards “leader” status « leader » and an A rating from CDP

These three goals are concrete and measurable.. If all companies complete them it would ensure great transparency, speedier initiatives and a decarbonisation of the economy in line with the objectives of the Paris Agreement.

 ESG Methodology

QIRA (Quality Investing, Responsible Analysis) scoring QIRA is BDL Capital Management’s in-house model used to establish an ESG score for any company in which we invest.
QIRA measures companies’ long-term sustainability and is the most important factor in calculating our score of companies’ fundamental quality.

QIRA is a score out of 20 based on the following:

  • A questionnaire featuring 50 questions: 18 on the “E”, 17 on the “S” and 15 on the “G”
  • An ESG disclosures transparency score
  • An ESG practice quality score
  • On overall score, QIRA, which weights the different ESG aspects

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