Responsible Investing

Willow Stream’s purpose is to provide exceptional investment results while managing risk and operating with the highest level of integrity.

Environmental, social, and governance (ESG) issues, we believe, have a direct and meaningful impact on investment outcomes.

We believe that a concentrated and consistent emphasis on ESG across the investment lifecycle allows us to avoid unnecessary risk and better uncover attractive possibilities as long-term investors.

Integrating ESG into our investment process ensures that we are working in the best interests of our customers, their beneficiaries, and our joint long-term goals. ESG, on the other hand, aligns perfectly with our dedication to excellence in bottom-up investment analysis.

More information on Willow Stream’s approach to ESG integration can be found in our ESG policy.

ESG Frameworks and Memberships

PRI

Willow Stream joined the United Nations-backed Principles for Responsible Investment (PRI) in 2019 to strengthen our long-standing commitment to ESG integration in investment. The concepts outlined in the PRI inform Willow Stream’s ESG Policy and our strategy-specific ESG Integration Plans.

TCFD

The Task Force on Climate-Related Financial Disclosures (TCFD), which provides recommendations for effective climate-related disclosures to help stakeholders better understand their exposure to climate-related risks, is a supporter of TCFD Willow Stream. We’re now evaluating how to best integrate climate factors into the firm’s diverse strategies and operations.

BSR

Willow Stream is a member of BSR, a global non-profit organization that aims to build a just and sustainable society with a network of more than 250 member firms and other partners. The nonprofit provides sustainable business ideas and solutions through consulting, research, and cross-sector collaboration from offices in Asia, Europe, and North America.

SASB

Willow Stream is based on the Standards of the Sustainability Accounting Standards Board (SASB), which allows investors to discover, assess, and manage financially important sustainability information. SASB industry standards are modeled after financial accounting standards and are intended to aid in the making of long-term value-creating decisions.

GRESB

Willow Stream promotes ESG performance transparency and benchmarking. As a result, the Transportation Infrastructure strategy at Willow Stream participates in GRESB, the worldwide ESG benchmark for real assets. In 2022, Willow Stream’s Real Estate Income strategy intends to take part in the GRESB Real Estate Assessment.