Belay promotes sustainable and responsible investing by incorporating key environmental, social, and governance considerations into our business management, investment analysis, and due diligence.
Investment philosophy
Belay is committed to the following principals:
- Incorporating ESG considerations into investment analysis and decision-making processes
- Appropriate disclosure on ESG considerations by the entities through which we invest
- Promoting acceptance and implementation of ESG considerations within the investment industry
Signatory Organizations
Belay is aligned with the following organizations:
- UN Principles for Responsible Investment (PRI)
- ILPA: Diversity in Action
- National Association of Investment Companies (NAIC)
- CFA DEI Code
- NAREIM DEI Committee
- Real Estate Roundtable Sustainability Subcommittee
- Emerging Manager Monthly: Diverse Managers Directory (EMM)
Implementation
Operator selection:
- Relevant ESG sections and questions within our due diligence questionnaire
- Belay’s 5 P Operator Assessment includes an ESG Category and Scoring
Asset selection and ESG assessment:
- Environmental impact assessment goals (LEED certified, LED installation, etc.)
Monitoring
Periodic monitoring of ESG performance:
- Operators’ ESG impact
- Property-level ESG impact
- Portfolio-level and Property-level Climate Risk
Community Impact
Beyond our commitment to sustainable and responsible investing, we believe that we can directly impact the lives of others with our hands-on, community-focused efforts.
Belay’s ESG policy has been incorporated into every aspect of our investment process.
