ESG
Transparent strategies for managing sustainability risks
ESG
Our Investments Impact People and the Planet
We believe capital should drive not only growth, but also positive change — in the economy, the environment, and society.
How we integrate ESG into our operations
Investment Decisions
We identify risks and opportunities associated with investing in a given company or venture as early as the project analysis stage.
Engagement
We monitor identified risks and opportunities, collaborating with companies to manage risks and enhance positive impact.
Education
We support partners in better understanding sustainable development and encourage actions that build value over a longer horizon.
ESG in Practice
Competence and certification in service of better investing
At Mount TFI, we don’t just observe the market's shift toward sustainable finance - we actively participate in shaping it. We invest in building our team’s expertise, pursue ESG certifications, and help co-create market standards.
We are a member of international initiatives such as the UN-supported Principles for Responsible Investment (PRI).
Partner Organizations
Global standards. Local accountability.
Mount TFI S.A. actively implements sustainability risk management standards, including ESG disclosure obligations. The company is a signatory to the UN PRI and complies with SFDR regulations, as well as individual ESG requirements of our investors.
We apply the Principles for Responsible Investment and adhere to both EU regulations and best practices.
Responsible Investing
Not every profit is worth the investment.
We consciously exclude sectors and projects that conflict with our values and the principles of responsible investing.
Which businesses and projects do we not invest in?
- Entities conducting illegal activities in Poland or the European Union
- Gambling and pornographic industries
- Gambling and pornographic industries
- Tobacco and alcohol industries
- Companies dealing in weapons, ammunition, and explosives
- Entities cooperating with the aforementioned industries
- Companies with poor reputation or negative social perception
Our Investment Process
Every investment starts with an assessment of responsibility.
At Mount TFI, ESG is not an option — it’s a standard. We evaluate sustainability factors during the pre-selection phase to understand their impact on value, risk, and long-term resilience.
ESG Questionnaire for the company
Every company analyzed by Mount TFI completes a detailed form regarding ESG factors.
Meetings with management
We conduct direct conversations with the management team to understand the business model and ESG risk management approach.
ESG assessment and scoring
Based on data and meetings, we assign an ESG score. Risks influence the financial model and final valuation.
Valuation and investment decision
ESG risks are integrated with financial analysis. For large companies, it is also possible to consider external ESG ratings.
Examples of ESG Factors
Environment, Society, Governance - we identify risks that matter
Investing with ESG in mind means identifying, measuring, and pricing sustainability risks over the long term.
Environmental
Environment
Environment (Environmental)
- Climate change
- Circular economy
- Biodiversity
- Forest protection
Social
Society
Society (Social):
- Human rights
- Decent working conditions
- Diversity, equality, inclusivity
- Employee relations
Governance
Corporate governance
Corporate governance (Governance):
- Structure of the management board and supervisory board
- Executive compensation
- Tax strategy
- Abuse and anti-corruption policy
Asset Types and ESG Analysis
Tailoring ESG analysis to asset specifics
Not all assets carry the same ESG risks. At Mount TFI, we assess these contextually - considering the investment horizon, risk structure, and impact on performance.
Debt instruments (bonds, loans)
- Shorter investment horizon
- Focus on liquidity, solvency, operational responsibility
- ESG supports the assessment of risks affecting the ability to repay obligations
We analyze, among others:
- Environmental risks affecting operations
- Management practices that may increase credit risk
- Stability of the business model
Equity instruments (shares, stocks)
- Longer investment horizon
- Focus on strategic resilience and value creation
- ESG influences the valuation and assessment of the company's long-term condition
We analyze, among others:
- Climate strategy and innovation
- Corporate governance structures
- Social impact and stakeholder relations
Statement on Non-Consideration of Principal Adverse Impacts
Mount TFI S.A., as a financial market participant and investment advisor within the meaning of SFDR, declares that it does not consider any adverse impacts of its investment decisions on sustainability factors when making investment decisions. This decision is due to the lack of information standards regarding sustainability factors, as well as the lack of data that would allow for a fully reliable assessment of the adverse impacts of investment decisions and their impact on sustainability factors. Currently, Mount TFI S.A. does not anticipate considering adverse impacts on sustainable development. Mount TFI S.A. does not rule out that this decision may change in the future, but at this moment, it cannot predict this.
Remuneration Policy
In accordance with the requirement arising from Article 5, Mount TFI has introduced changes to the remuneration regulations aimed at taking into account risks to sustainable development. According to the remuneration regulations, the remuneration structure should not encourage excessive risk-taking in relation to sustainability risks and is linked to risk-adjusted performance, with the proviso that in the case of investment funds which, due to their implemented investment policy or strategy, do not take into account sustainability risks, the Company may not consider this criterion in the assessment of persons covered by the remuneration regulations.
