At Navix Financial, our purpose is to invest wisely and help grow the businesses of the future. By
investing our own capital and the capital of our investment partners from around the world,
including public and private pension funds, sovereign wealth funds, insurance companies,
foundations, family offices and high net worth individuals, we help investors achieve their
financial goals for the benefit of their clients, beneficiaries, families and communities.
We recognize that investors, employees and other stakeholders are increasingly prioritizing
environmental social and governance (“ESG”) issues, including those related to climate change,
which is changing the way they invest and their choice of employers.Investing wisely means that
we consider these changing priorities in our investment decisions and in how we manage our firm.
We believe that integrating ESG factors into our investment process can play a significant role in value creation by helping to identify business opportunities and risks. Across all of our platforms, including private equity, credit, and wealth management, we assess material ESG factors for each company while also considering broader ESG factors that are material to the sectors in which they operate.
Responsible investing is, where relevant, embedded in our manager research as well as portfolio
construction processes as detailed below.
In each step, we identify and manage sustainability risk.
Navix Financial' focus is on solving our clients' needs through outcome oriented solutions
embedding efficient risk management techniques. This focus is built on the complementary
mix of our five core competencies: capital markets research, portfolio construction,
portfolio implementation, manager research and factor exposures.
Navix Financial' people and values are the foundation of our company and the reason for our
longterm success. Our corporate values and principles are based on the following four
values.
1. We behave with non-negotiable integrity.
2. We value our people
and are dedicated to fostering a meritocracy. Our pillars are inclusivity, humanity,
fairness, hard work, creativity, teamwork, fun and humility.
3. We play to win by
exceeding client expectations and executing with a sense of urgency and purpose..
4. We are passionate investors who embrace intellectual curiosity and rigor. Founded in
1997, and today headquartered in Seattle with operations in the EMEA, North America and
Asia-Pacific regions,
Navix Financial is a global investment firm that provides investment management, advisory and implementation (execution) services, with global AUM of $650b and over 1,300 associates supporting the delivery of clients' outcomes through their combined areas of expertise.1 Our business is built on the partnerships we develop with our clients, helping them achieve their objectives.
Transparency is an essential part of responsible investment. By being transparent about our responsible investing approach and activities, we can demonstrate our commitment to, and progress towards, achieving real change. It also helps us communicate openly about the challenges of developing a responsible investment service tailored to the diverse needs of our clients.
We report regularly on our responsible investment activities to our clients and other stakeholders.
Oversight of responsible investment starts with our board of directors, which is responsible for setting the right tone for the business, supporting a strong culture and, through our senior leadership team, encouraging appropriate behaviours and collaboration across the business. Day-to-day responsibility for responsible investment lies with the managing director (MD) of our investment business and is supported by the heads of our investment businesses. Our clients, our regulators and our wider community rightly expect us to be responsible investors. Our ambition is not just to meet those expectations but to be a leader in responsible investing in our industry.
Responsible investment forms one of our four pillars of being a responsible business – the others being our people, society and communities, and our environmental impact. You can read more about the work of our responsible business committee here. The actions of our responsible investment committees are guided by the principles laid out in our responsible investment, engagement and voting policies.
