When making investment decisions, we assess sustainability risks and the associated value creation opportunities.

We aim to adopt a responsible investment approach and contribute to public welfare and sustainable development through the integration of environmental, social, and governance (ESG) factors, active engagement, negative selection, and a commitment to the Principles for Responsible Investment (PRI).

We share information and documents published in the implementation of Regulation (EU) 2019/2088 of the European Parliament and of the Council on sustainability-related disclosures in the financial services sector.

Responsible investment & Sustainability risk

When managing investments, we assess the sustainability risk of the financial instruments we use. We adhere to a policy of integrating responsible investment and sustainability risk in our activities.

• UAB FMĮ „INVL Financial Advisors“ policy

Integrating sustainability risks into the investment decision-making process and other sustainability-related information

Sustainability factors (Environmental, social, and governance (ESG)) are understood as environmental, social, and employee issues, as well as issues of respect for human rights and anti-corruption and anti-bribery, and sustainability risk is understood as an event or situation related to sustainability factors that, if it occurs, could have a real or potential significant negative impact on the value of investments. When making investment decisions, the management company seeks to assess all risks and factors that may affect the value and results of investments.

• UAB FMĮ „INVL Financial Advisors“ notice

No consideration of principal adverse impacts on sustainability factors and other sustainability-related information

Principal Adverse Impacts on sustainability – negative, material, or potentially material effects on sustainability factors that result from, worsen, or are directly related to investment choices or advice performed by a legal entity. We currently do not take into account principal adverse impacts on sustainability factors.

• UAB FMĮ „INVL Financial Advisors“ notice

Sustainability integration in products

We manage different types of assets (such as equity, fixed-income, money market and cash equivalents, alternative investments) through different types of legal forms (such as pension funds, investment funds, private equity, real estate and alternative funds, investment baskets, discretionary portfolio management, own book investments). The integration of addressing sustainability risk and principles for Fund might depend on the type of assets, strategy, term of investment.