SFM Impact and Climate Action Strategy

With our unique portfolio platform, large stable asset base, and a single client focused on driving change for the greater good, SFM can be a powerful force in advancing efforts towards a more just and sustainable global economy.

As prudent investors, we integrate environmental, social and governance (ESG) factors to capitalize on benefits and manage risk. We explore a core set of ESG themes and drive targeted improvements through our company and third-party manager engagement. Our approach to ESG integration intends to support healthy and resilient social institutions and natural systems and foster strong corporate governance and ethical culture. We aim to avoid investments in designated areas that are in direct conflict with Open Society Foundations’ priorities. In August 2020, SFM committed to transition to a net zero greenhouse gas emissions portfolio as rapidly as possible, and no later than 2040.

We will achieve a net zero emissions portfolio by:

  • Reducing the carbon intensity per dollar invested by at least 25% by 2025 and 60% by 2030
  • Ending all investments in new fossil fuel companies by no later than 2025 and divesting
    existing exposure
  • Taking an active role engaging companies and sectors to accelerate their climate transition
    business models
  • Investing in climate solutions

The specific steps we are taking in support of this commitment are highlighted in our Climate Action Strategy. Our 2021 Climate Progress Report provides an update on our implementation.

Disclaimer: SFM is a family office and as such does not seek, solicit or accept investors that are not eligible family clients of SFM. Nothing contained in this website and/or any links constitutes investment advice or a recommendation to purchase or sell any financial product and you may not rely upon SFM or its affiliates for any investment advice.