Our Approach to:

ESG & Sustainability

As a committed sustainable investor, our approach to ESG & Sustainability has three guiding principles:

We believe global economic development has enhanced the quality of life and wellbeing of billions of people. However, inequality is rising, conflict and insecurity are an ongoing concern, ecosystems are being degraded, resources depleted, and greenhouse gas levels are climbing. These trends are detrimental to communities, environments, businesses and long-term economic prospects.

Iona was founded with the strong belief that the increasing recognition and focus on climate change, resource efficiency and the ecosystems is creating value opportunities for investors as new markets, technologies and business models emerge.

Figures taken from annual 2020 calculations.

Iona's Purpose Statement

This defines and directs Iona’s primary focus on sourcing and funding environmental investment opportunities and its commitment to investing sustainably.

It also underpins our fundamental belief that enhanced risk-adjusted investment returns are both fully compatible with and also driven by a responsible and progressive approach to ESG as markets, governments and consumers increasingly embrace the necessary transition to a sustainable economy.

"By delivering superior investment returns in sustainable businesses, help drive funding to accelerate the transition to a low carbon global economy."

7 Affordable and Clean Energy
SDG 11

13. Climate Action
9 Industry, Innovation and Infrastructure

12. Responsible Consumption and Production

SDG 15. Life on Land

United Nations Sustainable Development Goals

Iona has also adopted the objectives of the United Nations’ Sustainable Development Goals (SDGs) to guide its approach to its sustainable investment activities. At the SDG’s heart are the 17 goals which recognise that ending poverty and other deprivations must go hand-in-hand with strategies that improve health and education, reduce inequality, and spur economic growth – all while tackling climate change and working to preserve our oceans and forests. Within the context of these 17 SDGs, Iona sees its investment activities contributing primarily to 6 of the SDGs.

Principles For Responsible Investment

Iona has been a signatory to the PRI since 2018, and is committed to incorporate the PRI’s six core principles (see below) in its approach to ESG & Sustainability. Indeed, the PRI’s six core principles are central to Iona’s ESG & Sustainability Policy and our sustainable investment processes and procedures. Iona received an ‘A’ score in each reportable category in the 2020 PRI rating. Receive our 2020 Assessment Report for Iona Capital Limited by signing up to our newsletter.

Sustainability in Practice

ESG & Sustainability Policy

Iona has developed a clearly articulated ESG & Sustainability Policy, which lays out our approach to sustainable investing and feeds directly into the design of our ESG Management System and the integration of ESG into our investment activities. The key attributes of our ESG & Sustainability Policy are to:

  • Maintain strong ethical standards and comply with sustainability-related regulations
  • Incorporate sustainability risks and opportunities in developing and pursuing our fund strategies
  • Implement and continually refine an appropriate ESG Management System that ensures the integration of ESG within our investment and corporate activities
  • Integrate ESG factors within our investment processes and progressively integrate, engage and report on ESG factors in our ongoing asset management
  • Actively engage within the market to promote the spread of ESG principles and sustainable investing.
  • As a small business, incorporate ESG principles into our day-to-day work to the benefit of our stakeholders, our employees and our local communities.

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