We believe that integrity and transparency are the foundations for any business that aspires to long term success. As an investment firm, we regard these principles as sacrosanct. 

We also believe that Palladian, together with the companies in which we invest, have obligations to people, communities and the environment that should sit comfortably alongside the pursuit of financial growth. Our experience over the years is that responsible investing and corporate management also happens to make good business sense. Great companies are made by the people that work in them. Those businesses that take seriously their environmental, social and governance (ESG) obligations will usually, in our experience, better succeed in the long term that those that do not. 

Not only is ESG assessment an integral component of our overall due diligence process, a company’s approach to these principles forms a primary filter for our initial investment assessment. Post investment, we agree appropriate ESG objectives with our investee companies and monitor and report on their performance to our investors. These will always include listening to employees and where appropriate, reducing a company’s environmental footprint. 

We hold ourselves accountable to the same high standards we expect of others. We recognise that businesses and capital are integral to both improving lives and the quality of our environment and we seek to play our part in having a positive impact. 

Our partners have committed significant amounts of their time in senior leadership roles across a range of charities. We understand that our time, as well as our experience of helping build great businesses, can often be just as valuable as money for charities and non for profit organisations. On top of this, we have allocated a minimum of 1% of our profits to charitable causes.

We continue to review our approach to our ESG responsibilities and will be investing in further developing our capabilities in the future.