Responsible investment policy 2023 – Capital Dynamics

This report represents their formal overarching responsible investment (RI) policy, which all business lines are required to follow. Given the breadth of the firm’s offerings and their specific governance factors, sub-policies have been developed for each business line, described in the report.

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... Capital Dynamics believe that responsible investment leads to enhanced long-term financial returns and a closer alignment of objectives among investors, stakeholders and society at large. The firm is truly invested in tracking the impact of RI considerations in an effort to better understand how these factors affect performance over time.

While considerable supporting data are available covering the public markets, this is not the case for private markets. Given the 'hands on' and long-term nature of the asset classes in which Capital Dynamics participates, the company believe that the relationship between responsible investment and performance may be closer and more pronounced in the private markets.

Capital Dynamics expects that by tracking data, the firm will develop a better understanding of this relationship and contribute to the public discourse in this growing sphere of investment activity. Furthermore, Capital Dynamics also understands that RI best practices must extend beyond the investments made on behalf of the firm’s clients. Capital Dynamics is truly invested in their role as a global corporate citizen and prioritise their commitment to the local communities where they operate, invest and work.

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