Policies and Disclosures

With a dedicated ESG team across 5 functions, Algebris fully embraces the growing importance of assessing and engaging on ESG and sustainability in its investment processes and wider activities.

ESG AND RESPONSIBLE INVESTMENT POLICY

This policy outlines Algebris’ approach to Responsible Investment across our strategies, as well as the integration of Environment, Social and Governance (ESG) factors within the Firm’s ethos, culture, business operations, and corporate social responsibility.

To read the Algebris ESG and Responsible Investment Policy full document, please click here.

FOSSIL FUELS INVESTMENT POLICY

To read the Algebris Investments Fossil Fuels Investment Policy, please click here.

VOTING POLICY 

Algebris encourages good governance and sustainable corporate practices, which contribute to long-term value creation for our investors.

Therefore, we have set out our Voting Policy with respect to the exercise of voting rights attaching to investments made by Algebris on behalf of its clients and the funds which it manages. Such written principles and procedures have been designed to ensure that voting is carried out in the best interest of clients and investors as a whole.

To read the Algebris Voting Policy full document, please click here.

ESG EXCLUSION POLICIES

To read the Algebris ESG Exclusion Policies full document, please click here.
To access the Exclusion lists for Article 8 Net Zero aligned funds, please click here.
To access the Exclusion lists for Article 9 Net Zero aligned funds, please click here.
To access the Exclusion lists for other funds, please click here.

SFDR DISCLOSURES

– Remuneration Policy
– Policy on the Integration of Sustainability Risks

No consideration of adverse impacts of investment decisions on sustainability factors

Principal Adverse Impact Statement Explanation of Non-Compliance – Algebris Investments