AUM Asset Management Ltd. Named 2021 Best Sustainable Small Fund Manager in Europe
Award conferred by CFI.co following analysis by panel of independent judges
AUM Asset Management Ltd. is a results-driven investment manager that seeks consistent growth of clients’ wealth, while fully integrating ESG principles into its investment process.
AUM Asset Management Ltd. (“AUM”), an independent investment management company that offers investment and fund solutions, asset management and advisory services within an ESG (“environment, sustainability and governance”) framework to institutional investors and family offices around the world, today announced it was conferred the award “Best Sustainable Small Fund Manager in Europe” for 2021 by CFI.co, a UK-based print and online publication that reports on global business, economics and finance news.
AUM is a results-driven investment management firm founded in 2015 by financier and investor Jean-François de Clermont-Tonnerre with primary offices in Malta and London and satellite offices in Switzerland, France and the U.S. The firm seeks consistent growth of clients’ wealth, while employing a thoughtful, ESG-centric approach to investing that has a positive impact on the environment and society. AUM incorporates sustainability as a core factor in all of its investments.
The firm provides traditional, alternative and real-asset investment solutions to clients through its expansive international network in Europe and North America and a diversified investment approach that incorporates a variety of investment strategies, markets, geographies and asset classes into a flexible and nimble investment framework. Investments included in AUM’s portfolios are determined by their potential return profile and specific ESG factors.
“Our approach to investing reinforces the idea that companies that choose to take into account how they impact the world and environment will ultimately have a positive effect on their bottom line and the overall growth of their business over time,” said Jean-François de Clermont-Tonnerre, AUM’s founder. “This belief is also supported by our clients who are—today more than ever—seeking investments that weigh the good they do in the world with doing well for themselves.”
“ESG and UN Sustainable Development Goals (“SDG”) are priority factors for our clients, who are informed about the environment and care about their local communities and the impact they are having with their investments,” said AUM’s CEO, Roberta Bonavia. “Europe saw record inflows into ESG investments in 2021 and we believe this trend will only accelerate in 2022 and beyond.”
According to Refinitiv’s 2021 ESG Playbook report, PwC estimates that assets under management across ESG funds in Europe will reach between €2.6 trillion and €3.6 trillion by 2025, and an unprecedented U.S. $30 trillion in wealth transfer will soon land in the hands of predominantly millennials, who have shown themselves to value sustainable and socially responsible investments. Furthermore, the projected growth trajectory for ESG assets under management are expected to reach U.S. $70 Trillion by 2040.
“Caring for the environment and making sustainable choices is our collective responsibility and making investment decisions that take the environment, bio-diversity and conservation of land into account creates a virtuous cycle that benefits everyone in the end. That is why AUM will continue to apply ESG and SDG principles for the benefit of our clients and our broader communities,” said Mr. de Clermont-Tonnerre.
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