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 principles:
- Incorporating responsible investing considerations into investment analysis and decision-making processes
- Appropriate disclosure on responsible investment considerations by the entities through which we invest
- Promoting acceptance and implementation of responsible investment 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 responsible investment sections and questions within our due diligence questionnaire
- Belay’s 5 P Operator Assessment includes a responsible investing Category and Scoring
Asset selection and responsible investment assessment:
- Environmental impact assessment goals (LEED certified, LED installation, etc.)
Monitoring
Periodic monitoring of responsible investment performance:
- Operators’ responsible investing impact
- Property-level responsible investing impact
- Portfolio-level and Property-level Climate Risk
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 responsible investment policy has been incorporated into every aspect of our investment process.
