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Sustainable and Responsible Investment


In a rapidly changing world, our goal as an investment manager focuses on achieving sustainable returns for our long-term customers. Precisely as institutional investors, we have a duty to act in the best long-term interest of our unitholders. Therefore, in order to progress towards a sustainable economy that combines this favorable and sustainable long-term profitability/risk (key basis of March AM’s investment policy) and environmental protection, social justice, and influence on the best decision-making in the companies in which March AM products participate, March AM has developed a Sustainable and Responsible Investment (SRI) Policy based on the following principles:

  • Including environmental, social, and corporate governance (ESG) aspects in the analysis and investment decision-making process, in addition to the traditional quantitative and qualitative financial criteria, the basis of the company’s historical decision-making.
  • Increasing the involvement of the management company with the companies in which it invests, through greater participation in corporate governance decisions (proxy voting).
  • Open dialogue with the companies in which it has invested as regards issues related to environmental, social, and corporate governance factors (engagement).

We firmly believe that the implementation of this policy will have a favorable effect on the results of March AM products and of the companies in which it invests with a medium- and long-term horizon, along with ambitious objectives in terms of the greater economic, social and environmental progress of society as a whole. We believe that, by including ESG aspects in decision-making, we are safeguarding the best financial interest of our customers and the economy in its entirety.

March AM General Policy ESG

March AM Sustainable and Responsible Investment Policy