Responsible investing involves incorporating Environmental, Social, and Governance (ESG) considerations in our investment decision making process. ESG considerations help us better understand, evaluate and anticipate certain non-financial risks consistent with our dedication to act solely in the best interest of our clients. We also seek to incorporate ESG best practices in our firm-level management. On behalf of the firm, our employees, our clients, and our shareholders, we identify ESG risks and rewards while seeking to achieve attractive risk adjusted returns in our investment funds.

ESG Policy (PDF)

Multi-Strategy and Credit
Real Estate
Ongoing Monitoring and Training
Multi-Strategy and Credit
Real Estate
Ongoing Monitoring and Training
Multi-Strategy and Credit
Multi-Strategy and Credit

The Firm utilizes third party research and reporting to provide its investment professionals with market-leading and company-specific ESG research in a standardized and repeatable format. This research allows our investment professionals access to in depth ESG analysis on over 7,000 companies globally helping shape our view of the risk-reward opportunity when investing in them.  To the extent research is available, our investment team formally documents its consideration of ESG risk and reward in conjunction with the overall investment thesis taking into account all economic and non-economic factors impacting a potential investment decision. 

Examples of ESG factors we evaluate and consider include:

  • Carbon gas emissions
    Fossil fuel dependence
  • Climate change
  • Water issues
  • Clean and renewable energy
  • Workforce diversity
  • Fair trade
  • Human rights
  • Fair wages
  • Working conditions
  • Reporting transparency
  • Executive compensation
  • Equitability of compensation
  • Board accountability and composition
  • Director independence
  • Shareholder rights
  • Auditor independence
  • Voting practices
  • Accounting practices and policies
Real Estate
Real Estate

Sculptor’s Real Estate investment professionals actively consider ESG risks when evaluating investment opportunities and formally memorialize the consideration of these factors into each investment thesis.  Considering ESG in connection with real estate investments is especially important given the impact that a new or existing real estate project can have on the environment and community and the resultant potential implications on our investment thesis.  The real estate team uses a variety of research and investment sources to evaluate ESG risk and reward.

Example ESG factors our real estate team evaluates and considers include:

  • Environmental conditions
  • Resource consumption
  • Environmental impact and resiliency
  • Code and ordinance compliance
  • Engagement opportunities
  • Economic and social development impact
  • Labor, health and safety factors affecting community/other stakeholders
  • Ethical operator business practices
Ongoing Monitoring and Training
Ongoing Monitoring and Training
  • Investment level analysis is documented and recorded in a centralized and dynamic database
  • ESG scores are reviewed quarterly for changes that may impact an investment thesis
  • Responsible Investing policy, procedures, and implementation across investment solutions are reviewed by various Sculptor committees
  • Training is made available to investment professionals and others impacted by Sculptor’s Responsible Investing Policies and Procedures

Important Information and Disclosures

THIS VIDEO IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UPON AS INVESTMENT OR OTHER PROFESSIONAL ADVICE. This video has been prepared by Sculptor Capital Management, Inc. (together with its affiliates, “Sculptor Capital”), and the information contained herein is not intended to be taken by, and should not be taken by, any individual recipient as investment, legal, accounting, tax or other professional advice, a recommendation to buy, hold or sell any security, or an offer to sell or a solicitation of offers to purchase any security; no fiduciary, advisory or client relationship is created through this video. For information about Sculptor Capital’s business, including risks and financial information, please refer to our most recent Annual Report on Form 10-K filed with the Securities and Exchange Commission.

NEITHER THIS VIDEO NOR ANY OF THE INFORMATION HEREIN CONSTITUTES AN OFFER OF OR SOLICITATION FOR ANY SCULPTOR CAPITAL FUND. Offers or solicitations for an investment in an investment fund managed or sponsored by Sculptor Capital (a “Fund”) only occur through a confidential private placement memorandum and related purchase documentation, and subject to the terms and conditions contained in such documents and in such Fund’s operative agreements. Those who access this video or any information contained herein do so at their own initiative and are responsible for compliance with local laws or regulations.

THIS VIDEO IS NOT A RECOMMENDATION FOR ANY SECURITY OR PORTFOLIO COMPANY. References to any portfolio companies and asset classes are intended to illustrate the application of Sculptor Capital’s investment process only and should not be used as the basis for making any decision about purchasing, holding or selling any securities. Nothing herein should be interpreted or used in any manner as investment advice.

PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. Any past performance of Sculptor Capital or any Fund or portfolio company discussed in this video is not necessarily indicative of the performance of any other Fund, portfolio company or of Sculptor Capital as a whole, and you should not assume that investments in the future will be profitable or will equal the performance of past investments.

DO NOT RELY ON ANY OPINIONS, PREDICTIONS OR FORWARD-LOOKING STATEMENTS CONTAINED HEREIN. Certain of the information contained in this video may constitute “forward-looking statements” that are inherently unreliable and actual events or results may differ materially from those reflected or contemplated herein. “Forward-looking statements” often include words such as “anticipates,” “estimates,” “projects,” “intends,” “plans,” “believes,” and terms of similar substance. Forward-looking statements are inherently susceptible to uncertainty and changes in circumstances and actual results may diverge materially from those in Sculptor Capital’s forward-looking statements. None of Sculptor Capital or any of its representatives makes any assurance as to the accuracy of any such predictions or forward-looking statements. Sculptor Capital expressly disclaims any obligation or undertaking to update or revise any such forward-looking statements.

Any views or opinions expressed herein reflect the views and opinions of the participants as of the date it was recorded and such views and opinions are subject to change without notice. Sculptor Capital has no obligation to update the information contained herein.

EXTERNAL SOURCES. Certain information contained herein may be based on or derived from information provided by independent third-party sources. Although Sculptor Capital believes such information is accurate and the sources from which it has been obtained are reliable, we have not independently verified the assumptions on which such information is based and therefore make no representation as to its accuracy or completeness.