At the heart of AURELIUS´ investment strategy lies a responsible ownership philosophy. This begins with a careful selection process where AURELIUS avoids any opportunities tied to unacceptable risks emanating from non-compliance or non-remediable practices.

AURELIUS´ due diligence process goes far beyond financial vetting. ESG considerations are integrated into our comprehensive analysis of potential investments. The goal is to identify relevant ESG opportunities and risks during this phase using both internal and external sources, including principles outlined by the Sustainability Accounting Standards Board (SASB). Any red flags related to ESG concerns are promptly identified, enabling AURELIUS to avoid pitfalls and build a more robust and responsible portfolio.

AURELIUS achieves the greatest ESG impact by assisting the portfolio assets in the implementation of ESG topics. The principle of active ownership becomes even more potent when integrated with the operational excellence methodologies. This synergy empowers AURELIUS to create not just financially sound businesses, but responsible corporate citizens.

AURELIUS establishes appropriate collaboration models and best practice sharing between and across the own teams and the portfolio companies. AURELIUS has a flexible approach to supporting its portfolio companies on ESG matters. In close cooperation with the portfolio companies´ management, AURELIUS supports with various ESG tasks.

Monitoring isn’t a one-off process; it’s a continuous commitment. AURELIUS´ focus lies in diligent data collection and thorough analysis, which allows to proactively address any material ESG matters. Furthermore, AURELIUS ensures compliance with relevant laws and industry standards and integrates ESG factors into risk management models. This dynamic approach to monitoring enables AURELIUS to identify and resolve issues swiftly, pushing the needle toward continuous improvement and positive impact.

ESG is a value driver, especially when it comes to the exit phase. Our exit process considers the strides made in ESG initiatives, measured against predefined indicators. This comprehensive assessment ensures that the company’s ESG performance plays a pivotal role in the success of an exit, reinforcing our belief that well-implemented ESG strategies not only mitigate risks but also amplify value.