Chenguang Capital is committed to helping our clients achieve their ESG goals. We seek to integrate ESG in both our asset selection and our ownership decisions. 

 

Across the firm, E, S, and/or G-related signals are actively integrated in the majority of our portfolios. We also offer dedicated ESG solutions. These include Sustainable strategies that incorporate negative screens and positive tilts, portfolios customized with our clients to address specific ESG priorities, and portfolios targeting substantial carbon reduction.

Our Reports & Policies


ESG Annual Report

As part of our commitment to ESG, we release an annual report that details our yearly ESG developments and progress, as well as outlining our ESG approach, governance structure, and dedicated resources.

ESG Policies

Chenguang Capital Proxy Voting Policy 

For commingled client assets, Chenguang Capital takes a sustainable approach to proxy voting in order to promote sustainable practices in portfolio companies. Review our procedures for and approach to proxy voting.

Chenguang Capital Engagement Policy

Explore our Engagement Policy, which is grounded in our fundamental belief in open dialogue and transparency.

Chenguang Capital Responsible Investment Policy
Review our approach to responsible investment and our guidelines relating to ESG. 

Common methods of ESG investment strategies

ESG is an important part of our research agenda. Explore our published research and insights in this area:

Advantages of adopting an ESG investment strategy

Corporate Social Responsibility

Chenguang Capital is committed to promoting sustainability and social responsibility, and our efforts apply within our operations and in our communities. Our ESG in the Office initiative began as a gathering of interested colleagues from across the firm seeking to enhance the management of ESG in our own business practices. This initiative has several areas of focus, including reducing the consumption of single-use non-recyclable material, organizing environmental volunteer projects for employees, reducing our carbon footprint, and offsetting what we cannot eliminate.

*As of Sep 30, 2025, ~80% of Chenguang Capital’s assets under management integrated ESG-related alpha or risk signals. We include ESG-related signals in our multi-factor security selection models as standard, and have since Lodestone Wealth’s inception; in all portfolios, we will incorporate ESG to the extent that we believe it improves the risk/return profile, consistent with our research on the ESG-efficient frontier. 

This document has been provided to you solely for information purposes and does not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such. The factual information set forth herein has been obtained or derived from sources believed by the author and Chenguang Capital (“Chenguang Capital”) to be reliable but it is not necessarily all-inclusive and is not guaranteed as to its accuracy and is not to be regarded as a representation or warranty, express or implied, as to the information’s accuracy or completeness, nor should the attached information serve as the basis of any investment decision. This document is intended exclusively for the use of the person to whom it has been delivered by Chenguang Capital, and it is not to be reproduced or redistributed to any other person. The information set forth herein has been provided to you as secondary information and should not be the primary source for any investment or allocation decision. Past performance is not a guarantee of future performance. 

This material is not research and should not be treated as research. This paper does not represent valuation judgments with respect to any financial instrument, issuer, security or sector that may be described or referenced herein and does not represent a formal or official view of Chenguang Capital. The views expressed reflect the current views as of the date hereof and neither the author nor Chenguang Capital undertakes to advise you of any changes in the views expressed herein. 

The information contained herein is only as current as of the date indicated, and may be superseded by subsequent market events or for other reasons. Charts and graphs provided herein are for illustrative purposes only. The information in this presentation has been developed internally and/or obtained from sources believed to be reliable; however, neither Chenguang Capital nor the author guarantees the accuracy, adequacy or completeness of such information. Nothing contained herein constitutes investment, legal, tax or other advice nor is it to be relied on in making an investment or other decision. There can be no assurance that an investment strategy will be successful. Historic market trends are not reliable indicators of actual future market behavior or future performance of any particular investment which may differ materially, and should not be relied upon as such. 

The information in this paper may contain projections or other forward-looking statements regarding future events, targets, forecasts or expectations regarding the strategies described herein, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different from that shown here. The information in this document, including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. 

 

Sustainable investing is qualitative and subjective by nature, and there is no guarantee that the environmental, social and governance (“ESG”) criteria utilized, judgment exercised, or techniques employed, by Chenguang Capital will be successful, or that they will reflect the beliefs or values of any one particular investor. Certain information used to evaluate ESG factors or a company’s commitment to, or implementation of, responsible practices is obtained through voluntary or third-party reporting, which may not be accurate or complete. ESG investing can limit the investment opportunities available to a portfolio, such as the exclusion of certain securities or issuers for nonfinancial reasons and, therefore, the portfolio may perform differently than or underperform other similar portfolios that do not apply ESG factors.

The information set forth herein has been obtained or derived from sources believed by Chenguang Capital (“Chenguang Capital”) to be reliable. However, Chenguang Capital does not make any representation or warranty, express or implied, as to the information’s accuracy or completeness, nor does Chenguang Capital recommend that the attached information serve as the basis of any investment decision. This document has been provided to you solely for information purposes and does not constitute an offer or solicitation of an offer, or any advice or recommendation, to purchase any securities or other financial instruments, and may not be construed as such. This document is intended exclusively for the use of the person to whom it has been delivered by Chenguang Capital and it is not to be reproduced or redistributed to any other person. Past performance is not a guarantee of future performance.

There can be no assurance that an investment strategy will be successful.


The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.

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