Our approach to Environmental Social and Governance (ESG)

Ardea’s primary purpose is to achieve the best risk adjusted returns for our clients.  We believe that incorporating ESG considerations within our investment process helps us to achieve this.  We assess the materiality of ESG issues for investment decisions and then determine what impact this will make to the portfolio.

Ardea believes that ESG megatrends can affect important drivers in the economy which in turn, can have a material impact on bond market returns in the longer term.  We therefore incorporate ESG considerations into our macro portfolio positioning.

Understanding ESG issues has always been an implicit part of Ardea’s qualitative fundamental risk assessment for credit investing.  Indeed, we believe that incorporating ESG into our investment process is our fiduciary responsibility.

For more information on our ESG philosophy and process please refer to our ESG Policy.

Ardea is proud to announce that we have been awarded an A rating for our Overall Strategy and Governance approach to responsible investment, by the UN-supported Principles for Responsible Investment (PRI).

Click here to view our most recent PRI Transparency Report.