Responsible Investment

Our approach to responsible investing

We are sensitive to the importance of acting responsibly as individuals and as a company in order to contribute to the current and future wellbeing of society.

As such, our activity includes a series of principles that contribute to the spread of conscientious and honest practices in the market economy we inhabit

We take into account environmental, social, and governance (ESG) criteria in all areas of our work. Please click here to read our responsible investment policy.

One of our fundamental pillars in terms of governance is the close monitoring of the entities in which we invest, ensuring, among other things, that their actions are consistent with our ESG principles. You may consult our Engagement Policy here.

You may consult our vote and engagement here

We take principal adverse impact statement (PIAS) into account in our investment decisions on sustainability factors from January 1, 2022. You may consult our principal adverse impact statement declaration here.

The identification and monitoring of the main adverse incidents in the investment decision-making process is carried out based on the Manager's criteria and applies to those products that can obtain sufficient and adequate information, as well as a reliable measurement of them. Consequently, EDM does not consider the main adverse incidents at the Management level, but only socially responsible investment products.

Currently, the PIAS are not being considered at the Manager level, taking into account proportionality, size and nature of EDM activities as the main factors.

Investment

As a commitment to this endeavour, in 2014 we joined the United Nations Principles for Responsible Investment and we conduct rigorous ESG assessments of the companies in which we invest. Our investment vehicles are subject to the industry’s benchmark sustainability rating.

Environment

Our offices have incorporated responsible waste management practices, minimising the use of plastic and promoting responsible paper management.

Philanthropy

In 2011, the EDM partners agreed to allocate a portion of profits to patronage and sponsorship activities. Each year, we support at least three and as many as eight projects. 

We select our priorities from the following areas: 

  • Education, training, research
  • Health: improving sanitary conditions and the quality of life
  • Social integration and community development
  • Environment
  • Corporate volunteering
  • Conservation and restoration of historical heritage sites
  • Visual, performing, musical arts

We have had the satisfaction of supporting numerous projects that have passed a rigorous selection process and helped a significant number of people. We are firmly committed to the continuation of this activity.

The entities with which we have collaborated include: