Our Approach to Responsible Investing

Sustainable investing has different meanings to managers across the asset management industry. Therefore, we firmly believe investors seeking to diversify their portfolios with responsible investments require more than a one-size-fits-all approach that doesn't compromise their returns. We take a pragmatic and flexible approach when evaluating and sourcing sustainable considerations in our investment process.


AIR Asset Management is committed to a culture that recognizes the value of responsible investing and views implementing policies incorporating sustainable considerations as an extension of our core business philosophy.
— Richard Beleutz, Founder and CEO

 

A Meaningful Investment: Life Settlements

Investors are drawn to life settlement investing for its demonstrated ability to produce uncorrelated, strong returns. However, the asset class also provides investors a way to positively impact senior citizens' lives by providing them with much-needed liquidity. Watch our video to learn how.


 
AIR Asset Management Responsible Investment Policy

Responsible Investment Policy

Responsible investment is a fundamental investment approach that we use to identify sources of ESG risk for our investors. AIR Asset Management investment professionals consider ESG considerations as part of the investment process in accordance with this Policy. 

Download AIR Asset Management’s Responsible Investment Policy


UN Principals for Responsible Investment

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AIR Asset Management became a signatory to the Principles for Responsible Investment (PRI) in October 2019. As a signatory, we recognize that applying PRI’s principles to our investment philosophy better aligns our investors with society’s broader objectives as articulated by the UN Sustainable Development Goals (SDGs). 


 

Meet our ESG Committee

Our ESG Committee, comprised of individuals across the firm and chaired by our Chief Investment Officer, manages our corporate citizenship efforts, sets strategic direction, and coordinates our actions globally as it relates to responsible investing, diversity and inclusion, and community involvement.

Steve Luongo

Chief Investment Officer

Amy Boyet Besse

Chief Compliance Officer

Taylor Garvey

Senior Director of Marketing

 

Carmel Wasemiller

Senior Director of Finance

Alex Ochoa

Senior Associate, Business Development

Krista Zahn

Human Resources Associate

 

 
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Related Insights

Life Settlements: A Socially Responsible Investment

Investors are drawn to life settlement investing for its demonstrated ability to produce uncorrelated, strong returns. However, the asset class also provides investors a way to make a positive, tangible impact on society. Here, we explain how life settlement investments positively impact senior citizens by providing needed liquidity.

Committed to Diversity & Inclusion

Our Firm is made up of individuals from different backgrounds, cultures, and experiences. We celebrate inclusion and embrace many perspectives to solve complex problems, generate great ideas, and drive value.


Fostering Inclusion

Employee inclusion networks, educational programs, and professional coaching, which are open to all professionals at AIR Asset Management, support our firm’s diversity and inclusion strategy.

Program & Partnership Highlights

 

Core Principles

Our Core Principles define the highest standards of behavior we expect from our people. Our goals are aligned with the objectives of our investors – the creation of long-term value that will drive their in meeting their financial needs. 

Integrity

We build relationships based on trust, transparency, and ethical decision marking.

Excellence

We want to excel at what we do. We continually strive for better. 

Innovation and Risk-taking

We challenge how things are done and anticipate future opportunities.

Initiative

We strive to exceed expectations with energy, a sense of possibility, and positivity.

Teamwork

We work as one team for all of our stakeholders. We value the contribution of individuals and encourage regular performance feedback of one another.

Passion

We share a deep-rooted enthusiasm for what we do and we demonstrate this through the dedication and energy we bring to servicing our investors.

Focus on Environmental Sustainability

We believe we have a responsibility to leave the world a better place for future generations. Our approach to environmental sustainability focuses on measurable operational interventions to reduce resource usage. Despite our investments having little to no environmental impact, our business activities and operations do.


Environmental Stewardship

Our commitment to environmental stewardship and mitigating long-term climate change is evident in our business operations. Within our office, we recycle waste, select energy-efficient products where practical, and discourage unnecessary business travel.

We commission a Greenhouse Gas report annually as part of this dedicated effort. In our 2020 and 2021 reporting periods, the emissions inventory and analysis confirmed our relatively low-carbon use. They provided insights on the areas where we can further focus our efforts to reduce our overall emission footprint.*


AIR Asset Management Supports Global Best Practices

We engage with multiple organizations that are committed to enhancing the integration of ESG factors and driving greater industry transparency. As a signatory of the PRI, we proudly support the Task Force on Climate-Related Finance Disclosures (TCFD), the Paris Agreement, and the Greenhouse Gas Protocol measures. These organizations are focused on furthering the development of low carbon practices and creating voluntary, consistent climate-related company reporting.

AIR Asset Management PRI Signatory
UN Paris Agreement
Greenhouse Gas Protocol
TCFD - Task Force on Climate Related Financial Disclosures

 

*The GHG Emissions Inventory and Analysis was done accordance with the GHG Protocol Corporate Accounting and Reporting Standards a product of the World Resources Institute (WRI) and the World Business Council for Sustainable Development (WBCSD).

Investing in our Communities

At AIR Asset Management, supporting causes near and dear to our team members’ hearts is of utmost importance to our Firm. We greatly enjoy giving back to our communities through charitable donations, employee volunteers, or participating in non-profit events.

We are proud to offer our employees a Charitable Giving Program designed to amplify their charitable endeavors through the following three meaningful ways: Matching 1:1, Dollars for Doers, and Support for Non-profit Run/Walk/Ride Events. 

 

Engagement Spotlights

Pancreatic Cancer Action Network

PanCAN’s mission is to take bold action to improve the lives of everyone impacted by pancreatic cancer by advancing scientific research, building community, sharing knowledge and advocating for patients. AIRAM participates in the annual PanCAN Purple Stride Event in Chicago and has raised about $15,000 YTD.

Family Service Center

Family Service Center’s mission is to be a trusted, collaborative partner that supports families in Chicagoland with high quality, affordable counseling services. AIRAM sponsored a recent FSC event that directly supports the Chicagoland communities impacted by the July 4 tragedy in Highland Park, Illinois in 2022.

Ukraine TrustChain

At AIRAM, we stand with Ukraine and support organizations like Ukraine TrustChain. They fund volunteer teams who make urgent deliveries, including medicine, first aid, baby formula, food, and hygienic products. Teams evacuate children and seniors from the front lines — often under fire — and provide basic needs to volunteer defense forces protecting their homeland from Russian troops.

See us in Action

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