responsible investing

Integrating ESG Across Investment Decisions

Ascend seeks to integrate ESG considerations across all stages in the investment lifecycle both to minimize risks and to advance important sustainability outcomes, including:

INVESTMENT SOURCING AND INITIAL DILIGENCE

PRE-INVESTMENT DILIGENCE

PORTFOLIO ENGAGEMENT AND MONITORING

INVESTMENT DECISION- MAKING

Ascend's ESG Committee has worked on various initiatives to enhance and formalize its ESG Program

IMPLEMENTED IN 2022

PLANNED FOR 2023 & BEYOND

.

IMPLEMENTED IN 2022

  • Published first annual ESG report for investors
  • Established ESG assessment tool for use by investment team in pre-investment diligence
  • Enhanced ESG Policy to include systematic diligence process and consistent deliverables for integration of ESG considerations into investment decision-making and active ownership practices

PLANNED FOR 2023 & BEYOND

.

  • Published first annual ESG report for investors
  • Established ESG assessment tool for use by investment team in pre-investment diligence
  • Enhanced ESG Policy to include systematic diligence process and consistent deliverables for integration of ESG considerations into investment decision-making and active ownership practices
  • Establishment of a core set of portfolio-wide ESG & DEI metrics
  • Establishing consistent approach for tracking ESG-related care-quality, access, and affordability metrics across the portfolio
  • Identification of further ESG-related frameworks across portfolio
  • Continue our progress on carbon accounting - at the firm level and portfolio level. Educate and engage portfolio companies on carbon reduction strategies
  • Establishment of a core set of portfolio-wide ESG & DEI metrics
  • Identification of further ESG-related frameworks across portfolio
  • Calculation of carbon footprint and emissions
  • Engagement / education of portfolio companies on carbon footprinting
  • Establishing consistent approach for tracking ESG-related portfolio engagements