Mandatory disclosures under the Regulation of the European Parliament and of the Council on sustainability-related disclosures in the financial services sector (EU) 2019/2088 (SFDR).

At Elkstone we believe a responsible approach to environmental, social and governance (ESG) issues has a positive impact on investment strategy and long-term sustainable growth.

Sustainability Risk Policies Statement

Elkstone Private’s approach to sustainability risks and sustainability factors is driven by the products we advise on.  We consider ESG investment critical to allow us to construct portfolios that satisfy our clients’ principles as well as their financial needs. Elkstone Private is committed to considering and factoring in sustainability risk into our advisory and portfolio management investment services while meeting our clients’ needs, where appropriate.  

During the investment selection process, consideration is given as to how or if a product integrates sustainability risk into its investment process. We do not currently take specific account of sustainability risks in relation to our advisory and portfolio management investment services.

Principal Adverse Sustainability Impacts Statement

At present we, Elkstone Private, do not consider the principal adverse impacts on sustainability factors as we currently believe we are constrained by the availability of information on sustainability factors to make effective decisions. We have significantly less than 500 employees and do not currently deem it proportionate to our size and the nature and scale of our activities to do so. In addition, SFDR includes metrics which are not directly applicable to our current portfolio.

We continue to keep our current position on the principal adverse impact regime under SFDR under regular review.

Remuneration Policy Disclosure

Elkstone Private has in place a remuneration policy which promotes sound and effective risk management and does not encourage excessive risk-taking with respect to sustainability risks. Our remuneration policy ensures an appropriate remuneration framework exists to support our strategic priorities.