Emit Capital Asset Management

Manager Overview

Emit Capital Asset Management is a boutique Australian fund manager focused on responsible investments in the area of climate finance. Emit Capital was founded in 2005 by Matt Dever, an experienced climate finance executive. The funds management arm was established in 2021 and includes ex-Vanguard portfolio manager Roger McIntosh. They also have an experienced research team based in Greenwich, Connecticut in the USA. Emit Capital is a member of the Responsible Investment Association of Australasia (RIAA) and a supporter of the Taskforce on Climate Related Financial Disclosures (TCFD).

Manager's responsible investing approach

Emit Capital's ESG screening provides the second layer of stock selection after identification of those companies meeting our climate change thematic. ESG includes environment, social and governance principles and the Manager's expectation is the companies selected for the Fund's portfolio will have a minimum score across all 3 aspects. Obviously, the environmental principle is a core component through the climate change focus however other environmental benefits are also targeted. Emit Capital's ESG screening process focuses on the following:

- Key principles it believes are important to achieving sound ESG credentials for a company;

- Specific areas of a companies practice that are avoided due to the negative impact on ESG score; and

- Developing an overall scorecard for each company based on its key ESG focus and avoided practices.

Those companies that meet the Manager's ESG principles are then considered for inclusion in the Fund's portfolio of investments. Specifically, there needs to be an alignment of the company's principles with the Manager's own baseline requirements for ESG.

General Details	Exclusions														Inclusions																	UN Goals
Fund Name	Tobacco	Alcohol	Weapons	Fossil fuels	Human rights abuses	Labour rights violations	Environmental damage	Animal testing	Treatment of livestock	Tax avoidance	Gambling	Genetic engineering/GMO	Nuclear power	Adult entertainment	Renewable energy	Climate change solutions	Water management	Circular economy	Sustainable agriculture	Green property	Biodiversity conservation	Healthy rivers & oceans	Reforestation	Gender diversity	Indigenous business	Health & medical products	Social infrastructure	Education	Income & financial inclusion	Sustainable transport	Vocational training	Goal 1: No Poverty	Goal 2: Zero Hunger	Goal 3: Good Health and Well-Being	Goal 4: Quality Education	Goal 5: Gender Equality	Goal 6: Clean Water and Sanitation	Goal 7: Affordable and Clean Energy	Goal 8: Decent Work and Economic Growth	Goal 9: Industry, Innovation and Infrastructure	Goal 10: Reduced Inequalities	Goal 11: Sustainable Cities and Communities	Goal 12: Responsible Consumption and Production	Goal 13: Climate Action	Goal 14: Life Below Water	Goal 15: Life on Land	Goal 16: Peace, Justice and Strong Institutions	Goal 17: Partnerships for the Goals
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Emit Capital Climate Finance Equity Fund

Strategy Summary

Emit Capital runs a thematic, global strategy targeting companies committed to decarbonisation. The four themes they tailor their investments to are energy transformation, energy efficiency & storage, transport & infrastructure and water management. Their top down thematic, fundamental bottom-up analysis approach focuses on identifying high quality emerging, global companies that are profiting from the structural changes identified from climate finance developments. Additionally, their analysis includes a unique factor model and an ESG and Impact Investment inclusion scorecard for each holding and the portfolio as a whole. The Fund is long only and is expected to hold between 20-50 positions at any one time.

Key Terms

Status:	Open	Inception Date:	Aug 2019
Strategy:	Equity Long	Style:	Growth
Geography:	Global	Domicile:	Australia
Investors:	Wholesale	Min. Investment:	AU$100000
Mgmt. Fee:	1.25%	Perf. Fee:	20%

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