Our objective is to produce excess returns for our investors over time, and we believe that we’ve created an incentive system for our portfolio managers that puts investor results first. We believe this alignment between investors’ interests and our compensation demonstrates our recognition that ESG principles matter not only in the way we invest but also in the way we run our business.

Aperture aims to always put its investors first and this philosophy carries through our business, from the way we structure our incentive system to the way that we invest. We believe that, over time, careful consideration of responsible investment factors may improve outcomes for our investors and we are committed to integrating ESG factors into the research process in a thoughtful way. These factors may vary depending on investment themes, asset classes, and investment philosophies. We do not believe in standardized ESG frameworks and “one size fits all” approaches, so we deliberately give our investment teams autonomy and discretion in their investment processes.

To that end, we are excited about our collaboration with PRI the UN Global Compact, and the Investor Stewardship Group.

ESG at Aperture
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ESG at Aperture
ESG at Aperture

Aperture ESG Video Series

1. ESG from an investment perspective

In this episode, we take a closer look at how to view ESG from an investment perspective. The Aperture investment teams and CEO Peter Kraus share their thoughts...

2. How to view a company from an ESG point of view?

What does it mean to look at a company from an ESG point of view? And what kind of behavior do investors want companies to exhibit?

In managing its funds, Aperture may consider one or more ESG factors alongside other, non-ESG factors in its investment decisions, but such ESG factors may be no more significant than other factors in the investment selection process, such that ESG factors may not be determinative in deciding to include or exclude any particular investment in the Fund’s portfolio (for the avoidance of doubt, some factors, like the ones in scope of Aperture's exclusionary screen, may be determinative). Even when ESG factors are considered, investments presenting certain ESG-related risks may be purchased and retained by the Fund because considerable discretion is given to the investment team in weighing ESG factors along with other factors in making investment decisions. As with the use of any investment criteria in selecting a portfolio, there is no guarantee that the criteria used will, in hindsight, result in the selection of investments that will outperform other investments or help reduce risk in the portfolio. Accordingly, use of ESG factors, like other economic factors, may cause Aperture funds to underperform funds that use different ESG factors or interpret or weight certain factors differently. Aperture funds’ use of ESG factors may also affect exposure to certain sectors, industries or geographic regions and may impact investment performance depending on whether such sectors or industries are in or out of favor in the market.

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