Governance / Portfolio: Fair and ethical conduct
Fair and ethical conduct in the portfolio
We believe that fair and ethical conduct is fundamental to building resilient businesses and protecting long-term value.
Promoting fair and ethical conduct is fundamental to Oakley’s investment approach, building resilient businesses and protecting long-term value. Unethical behaviours, corruption and weak governance not only undermine stakeholder trust but also expose businesses to significant legal, reputation and financial risks. As a responsible investor, we are committed to upholding the highest standards of integrity across the portfolio.
To support this, the Oakley Sustainability, Legal, Compliance and Investment teams work collaboratively to monitor key portfolio indicators and ensure strong structures are in place for ethical conduct across all portfolio companies. This includes tracking whether companies have established anti-bribery and corruption and whistleblower protection policies as well as a Code of Conduct and Ethics. We also assess whether training on ethical conduct is conducted regularly for relevant employees.
Beyond policies, we work closely with portfolio companies to monitor regulatory developments and compliance, and to strengthen board-level governance structures. Additionally, Oakley’s Sustainability Team is supporting companies to increase board-level oversight of sustainability topics such as climate, corporate culture and cybersecurity.
By promoting ethical practices, effective governance and accountability, Oakley aims to support long-term, sustainable growth.