ESG

At LIV Portfolio Management, long-term financial success is closely linked to long-term social, environmental, and governance stability. As global markets evolve and investor expectations shift, incorporating ESG considerations into our investment thinking is not only responsible, it's essential.

We believe sustainability and good governance are key to preserving and growing wealth over time. That's why we integrate ESG awareness into the way we manage portfolios, operate our business, and support our clients' goals.

While LIV Portfolio Management does not offer ESG-branded products exclusively, we consider ESG factors when relevant and material to:

Identifying resilient companies and industries

Managing risk exposure across portfolios

Supporting client values and long-term priorities

Evaluating potential red flags in corporate behavior or oversight

Where appropriate, we work with research providers and independent analysts to access ESG insights that support sound investment decision-making.

As a firm, we aim to reflect ESG principles in how we operate, not only in how we invest. This includes:

Encouraging transparency and good governance within our own team

Promoting a respectful, inclusive, and equitable workplace culture

Supporting causes aligned with our values through philanthropy and volunteerism

Complying with environmental and labor regulations in the jurisdictions where we operate

We understand that ESG standards are not uniform globally and that our clients have diverse views and priorities. Rather than taking a one-size-fits-all approach, we aim to:

Incorporate ESG factors where they are material to risk or return

Remain flexible to reflect each client's preferences and local context

Support transparency and open dialogue around responsible investing

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