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RESPONSIBLE INVESTING

Responsible investing analyzes important aspects of environmental,
social and governance (ESG) issues to assess future financial performance

COMMITMENT TO RESPONSIBLE INVESTING

ESG analysis is not just about identifying and measuring risk, it is also about identifying investment opportunities. We consider ESG factors alongside traditional financial measurements to provide a comprehensive view of an investment and help identify those investments that have the potential to deliver sustainable returns


Our landmark acquisition of Palm Alliance Trades Hive will unlock new opportunities for our clients, driven by greater scale, diversity and balance. Our Specialist Investment Managers embrace ESG incorporation as it best fits their investment process and enables us to offer a full complement of Responsible Investing strategies to our clients.




INVESTING SUSTAINABLY IS AT THE CORE OF OUR APPROACH
TO RESPONSIBLE INVESTMENT



At Palm Alliance Trades Investments, our Governance and Responsible Investment (GRI) team is committed to addressing ESG-related factors systematically. The team seeks to expand our understanding of the investment challenges related to systemic issues – such as climate change, malnutrition, inequality, poverty, ecological degradation and resource scarcity – and champion the broader sustainability mindset throughout our business.



Risk Management

We view risk as the possibility of permanent capital loss. We look for competitively entrenched, well-managed, publicly traded businesses selling at discounted prices to help drive our goal of generating superior long-term absolute returns and minimizing the risk of permanent capital loss.


Risk Management Process

Step 1

Security Selection

Managing against capital loss is deeply embedded in our investment approach, beginning with our bottom-up investment criteria.

  • High quality, financially sound, competitively advantaged Businesses
  • Capable, shareholder-oriented People
  • Discounted Price trading at 60% or less of intrinsic value
Step 2

Portfolio Construction

Portfolio construction is 100% bottom-up and benchmark agnostic, with strict portfolio guidelines.

  • 18-22 best ideas
  • 5% target position; ~7.5-10% max
  • 15% max industry target
  • ~10-15% max company ownership
  • Hold cash when securities do not qualify
Step 3

Ongoing Monitoring

We actively monitor our portfolios to manage risk at both the individual stock and portfolio level.

  • Add/trim positions to improve margin of safety
  • Continually update appraisal values and business cases
  • Devil’s advocate case review if price declines over 18 months
  • Ensure compliance with portfolio limits and guidelines

Margin of Safety

We purchase stocks at a deep discount to our appraisal value. We demand a wide margin of safety to minimize the risk of permanent capital loss and maximize return potential, as illustrated in the example below.



Margin of Safety Example: Purchase business at $24/share with an appraisal value of $40/share (60% P/V)



This illustration does not reflect performance of any particular security. Actual investment performance and returns are not guaranteed. “Margin of Safety” is a reference to the difference between a stock’s market price and Southeastern’s calculated appraisal value. It is not a guarantee of investment performance or returns. The P/V ratio represents a single data point and should not be construed as something more. P/V does not guarantee future results, and we caution investors not to give this calculation undue weight.

Components of 1-year Compounded Annual Return


Value growth driven by strong business moat and skilled management

12%

Value growth driven by strong business moat and skilled management

12%

Total Return24%



PHILOSOPHY, PROCESS AND CAPABILITIES

We embed ESG best practices and analytics in our investment processes, enhancing our traditional financial analysis – to open new investment opportunities, help manage risk and seek to enhance returns over the long term.



Who’s Responsible for Incorporating ESG?


Investment Professionals

include ESG considerations in research and stewardship activities

Investment Professionals

include ESG considerations in research and stewardship activities

Investment Professionals

include ESG considerations in research and stewardship activities


Active Ownership – Protecting and Unlocking Value


Diligent stewardship helps us to safeguard clients’ investments and unlock value. Our portfolio managers and analysts engage with executives and board members of the organizations we invest in to review issues we believe are material to their firms’ long-term prospects.

We also meet and collaborate with industry bodies, non-governmental organizations, academics and other specialists that could provide valuable insights.

We take our proxy voting responsibility seriously and are committed to voting in the best interests of our clients.



Diverse Range of Investment Capabilities – Aligned to Client Objectives.







VALUES-DRIVEN

Including or excluding certain investments to meet specific criteria to suit clients' beliefs, such as religious or ethical values.



ESG TILTED

Positioning towards issuers with leading ESG practices or actively engaging with underperformers by these standards.



THEMATIC

Targeting issuers that address social/environmental challenges via their products and services.



IMPACT FOCUSED

Investing with the explicit intention to generate positive and measurable social and environmental outcomes.




HOW WE INTEGRATE ESG FACTORS AT Palm Alliance Trades

ESG SCORES

  • Multi-level ESG scoring
  • Separate E, S, G pillars with underlying scores
  • Utilising the Sustainability Accounting Standards Board’s (SASB) materiality map to identify key focus areas

BUSINESS INVOLVEMENT SCREENING

  • Screening company’s involvement in various activities including for example the production of tobacco and alcohol or involvement in Palm Alliance Tradesbling
  • Screening in a number of ways, e.g. True/False, % revenues, or % ownership

CARBON FOOTPRINT

  • CO2 Emissions
  • Company level indicators tracking carbon footprint
  • Utilising the Sustainability Accounting Standards Board’s (SASB) materiality map to identify key focus areas

CONTROVERSIES

  • Controversies connected with a company’s business practices, which has negative company and ESG impacts
  • Flags non-compliance with global norms – for example the UN Global Compact
  • Determine a company’s alignment with the Sustainable Development Goals


COLLABORATING WITH OTHERS

Our commitment to Responsible Investment is supported by collaborating with organizations that promote and establish best practice.





Industry Recognition

Palm Alliance Trades Resources has been a signatory of the Principles for Responsible Investment (PRI) since April 2013, ranking ahead of the peer median score in all categories in 2020.



PRI Report Card1

Frequently Asked Questions

We are a team of crypto specialists and investors who have been trading professionally and investing in many financial services, such as Precious Metals, Stocks, Real estates, Infrastructural holdings, Agriculture, oil and gas, Retirement plans, Energies ( Biothermal energy, Nuclear energy, Chemical energy)..... We have been involved in many crypto projects even before it became so popular. We have been continuously improving our trading and investment strategy to come up with something really successful. And now we want to make it possible for many people to benefit from it.
Our Aims:
1. To control the charge of off-chain investments' Finance.
2. To overcome certain problems, being caused to the citizens, from tax payments.
3. To establish companies and Hospitals Worldwide for work and health maintainance.
4. To Provide food, energy and water all over the world.
There is no business without a risk, but as an intelligent individual, you should do a business with a little risk, just like investing in Palm Alliance Trades. Our risk management works perfect . So the security and safety of your investments are guaranteed.
Try out yourself, don't trust anyone in money related matter.
If your money is on main balance (that means you have not invested it), you can withdraw anytime 24/7. Then if you have invested your money (you can take it, that it's already on trade or that it has been used to buy some Gold, Real Estate.....etc) you can get your payout after 7 days. In that seventh day, you can withdraw all your money, both the capital and the profits if you want or if you don't like how the company works. Or you can reinvest all your money both the capital and your profits, to make more profits. And to end it all; Withdrawal is guaranteed.
Palm Alliance Trades has taken care of all the taxes that may be applied in every country. Inform us if anyone asks you for any tax payment.
That depends on your initial investment. But you need to know, that trading as an expert and investing in many financial services as we do, can go very fast. Look at the results. For example in one day we are going to get sometimes +400% from just 2 trades. Then, we still have much precious metals, such as Gold and Osmium stored, many Real estates, Biothermal energy(Solar), Chemicals, oil and gas stored and still buying more as more people invest, many Agricultural products, holding many infrastructures and so on. So, we are making a lot more each day. With your money invested, on these two trades will have been multiplied by 4 or even more in just one day and also many financial services stored and engaged on, in which you, as an individual would like to invest on, but you don't have much capital for it. So you just have to grow your little capital under that particular investment you would like to engage on, when you will get enough capital for it, you will establish it. All the financial services stored by Palm Alliance Trades is to make sure nothing happen to us, because no one trade everyday without a loss. So Incase we have maybe much loss in a trade anyday; we will just sell maybe small Agricultural products to replace it. We don't touch our Gold. We are backed up with Gold to make sure nothing happen to us forever. So, we are everlasting 💯
There is a Basic of 300$ which is used to try out how good Palm Alliance Trades services is. If you are afraid to put in too much or simply can't afford it, you can start with just a free registration first, to get an overwiew. When you have checked out, how everything works so simple with the basic plan, you can top up your account if you want to increase your daily profits. Business Tips Says: The higher the capital the higher the profits.

Palm Alliance Trades is where you belong

Wonderful people. Exception results. Now is a great time to join Palm Alliance Trades Community


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