Responsibility

What do we believe?

Blue Owl’s ESG principles serve to answer the question

Blue Owl is deeply committed to implementing and executing on a responsible ESG investment policy. Our ESG framework is rooted in a set of beliefs that inform all aspects of our investment process. We believe our commitment to this ESG framework is critical to both the long-term success of our firm and our corporate civic duty relative to the community at-large.

1

Responsible corporate behavior will have a positive influence on long-term financial performance.

2

Our stakeholders are focused on the externalities of our investment decisions and would like to meet their investment goals while simultaneously improving the world in which we live.

3

ESG factors should be considered not only in the upfront due diligence process, but also throughout the life cycle of an investment: from initial diligence; to ongoing portfolio management and construction;  and ultimately, where relevant, exit.

4

We encourage transparency and constructive dialog within our investment process to uphold a socially responsible investment framework.

5

We believe it is important to align with partners who incorporate a proactive ESG strategy in their investments, offer support to our portfolio companies regarding responsible management practices, and provide appropriate disclosure to our stakeholders.

6

We appreciate that the ESG landscape continues to evolve and we are committed to working together as a firm to refine our ESG framework in an effort to continuously enhance our effectiveness over time.

Environmental, Social, and Governance (ESG)

Environmental

Environmental Practices
Natural Resource Usage
Carbon Footprint
Adaptation to Climate Change
Impacts of Changing Regulation
Clean Technology

Social

Human Capital
Health and Safety
Labor Relations and Standards
Community Impacts & Relations
Equal Treatment
Human Rights

Governance

Cybersecurity
Accounting Integrity
Investor Rights
Board Composition & Structure
Corporate Accountability
Conflicts of Interest

ESG Investing Risk – Environmental, Social and Governance factors may inhibit a portfolio manager’s ability to participate in certain investment opportunities that otherwise would be consistent with its investment objective and other principal investment strategies. Underlying companies in a particular fund may not necessarily meet exemplary standards in all aspects of ESG performance; nor is any company perfect when it comes to corporate responsibility or sustainability.

All investments are subject to risk, including the loss of the principal amount invested. This is for informational purposes only and is not an offer or a solicitation to sell or subscribe for any fund and does not constitute investment, legal, regulatory, business, tax, financial, accounting or other advice or a recommendation regarding any securities of Blue Owl, of any fund or vehicle managed by Blue Owl, or of any other issuer of securities.

Past performance is not a guarantee of future results. The views expressed are Blue Owl’s views and may change without notice as market and other conditions change.