Socially Responsible Investing (SRI) / Environmental, Social, Governance (ESG) Investing

At Muzinich, we recognise that sustainability factors directly affect long‐term business profitability. Accordingly, we have developed credit strategies that focus on companies we think best manage their economic, social and environmental performance. We offer our sustainable investment strategies in a specialized strategy which integrates a best-in-class ESG approach in company analytics and in mandates that can be customised to meet specific investor preferences and requirements.

Corporate-Plus ESG Strategy

The Corporate-Plus ESG strategy integrates sustainability research into our rigorous, traditional bottom up investment process in targeting delivery of superior risk‐adjusted results. The strategy invests primarily in corporate bonds priced in European currencies and US Dollars issued by European and North American companies, which meet high Environmental, Social, and Governance (ESG) standards. The portfolio maintains an average investment grade rating, but can selectively invest in high yield bonds.

Launch of strategy: February 2011

High Yield Strategy with ESG Overlay

The High Yield strategy with ESG overlay targets long-term, low-volatility returns from investments in high yield corporate credit by investing selectively in creditworthy companies additionally screened for their adherence to improving standards of environmental sustainability, social responsibility, and good governance.

Launch of strategy: June 2009