Fama ESG Equities FIA – 1Q25 Management Report

We are pleased to share the Fama ESG Equities FIA Management Report for the first quarter of 2025.

In this report, we delve into our perspective on the urgent need to revisit the fundamentals of economic decision-making in light of the climate crisis. We explore why traditional pricing tools are no longer able to capture the real risks we face, and why continuing to use these instruments unquestioningly is not prudence, but negligence.

Throughout the document, we assess the fund’s performance during the period and highlight the main advancements of the invested companies, focusing on mitigation and adaptation strategies, business model reassessments, and the strengthening of resilient value chains.

The report also draws connections between climate change, capital allocation decisions, and systemic resilience, arguing that adapting is not merely an ethical choice, but a strategic necessity. Faced with profound uncertainties and irreversible transformations, we advocate that business models must adapt to the planet — not the other way around.

We wish you an excellent read.

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