Responsible investing

We founded Elysian Capital on integrity and the highest professional and ethical standards, and are committed to investing in the best businesses.

"We are investing for longer term horizons, seeking to generate significant capital gains for investors. This means we must make investments that are sustainable. We firmly believe that strong ESG practices not only benefit the environment and society but also contribute to long-term value creation for our investors."

Ken Terry

CEO, Elysian Capital

Principles

Our working principles to ensure we invest responsibly are:

Continuously integrate ESG matters into our deal process, investment decision and ownership.
Identify all relevant ESG risks & opportunities and incorporate them into our investment decisions.
Ensure our investment teams understand the reasons, issues and opportunities behind ESG matters.
Actively engage with portfolio companies and their management teams to promote and seek better ESG performance.
Ensure consistent standards of monitoring and reporting of ESG matters across our portfolio.

ESG performance over time

It’s important to us to share our progress in continually improving ESG in our portfolio.

Since 2020, we have worked with Holtara (Formerly Apex Group ESG Services), using its ESG Assessment & Reporting service to provide ratings and reporting for our investments.

This provides a benchmark against peers and global standards, and drives improvements in businesses’ ESG performance over time.

Also, we use Holtara to conduct an ESG health check on companies as part of the pre-investment process.

Fund II & III ESG Performance – Average Company Score:

NB The overall scores above reflect the fact that the first audits for Fund II took place when most companies had been in the portfolio for several years, unlike Fund III.

Sustainable Businesses

We identify sustainable businesses with long-term growth potential for investment. Our process includes:

Initial screening: Checking alignment with our investment criteria and excluding businesses involved in:
- Manufacture, distribution, sale or supply of armaments and weapons as an end productTobacco products
- Manufacture of tobacco products as an end product
- The direct operation of gambling facilities
- The direct operation of nuclear power plants
- Manufacture of genetically modified products for use in agriculture
- The production of, distribution of or trade in pornographic product
ESG assessment: Evaluating investments against UN Global Compact Principles and 'Do No Significant Harm' criteria.
Risk and opportunity analysis: Using our due diligence guidance to identify bespoke factors.

ESG

Hero ESG