Sustainable Investing

Investing responsibly and ethically

Investing responsibly and ethically not only improves long-term financial performance by minimizing risk, but also helps create a better world for ourselves and generations to come.

Our commitment

ORIX Corporation USA and our subsidiaries, including Boston Financial, Lument, and NXT Capital (ORIX USA Group), are committed to caring for the natural environment, respecting labor and human rights, promoting diversity and inclusion, and upholding high standards of conduct and ethics. As responsible investors, we seek to create societal and financial value and demonstrate our belief that investing responsibly and ethically not only improves long-term financial performance by minimizing risk, but also helps create a better world for ourselves and generations to come.

Our approach

Our parent company ORIX Group’s commitment to the United Nations Global Compact in 2014 reinforces our obligation to responsible business practices in the areas of human rights, labor, the environment, and anti-corruption. Following that commitment, ORIX USA Group formalized our approach to responsible investing and the incorporation of ESG considerations into our investment process by committing to the UN-supported Principles for Responsible Investment in June 2022. Committing to the Principles for Responsible Investment marks the culmination of significant preparations, including integrating ESG considerations into our investment process across private market strategies. We believe that by doing so not only are we are honoring our commitment to responsible investing by seeking to effectively address ESG risks, but are also conducting more thorough analyses, striving to make better-informed decisions, and potentially creating greater long-term value for our stakeholders.

ORIX Group ESG Integration Timeline


ORIX Group joined UN Global Compact


ORIX Group adopted Sustainability Policy & Sustainable Investing and Lending Policy


ORIX USA Group adopted Sustainable Investing Policy
ORIX Group supported Financial Stability Board’s Task Force on Climate-Related Financial Disclosures (TCFD)


ORIX USA Group established ESG Advisory Group Charter, adopted the ESG Integration Policy, and implemented a proprietary ESG Scorecard


ORIX USA Group became signatory to UN Principles for Responsible Investing

Our ESG Integration Framework

ORIX USA Group ESG Integration Framework guides our process for identifying and managing ESG risks when considering new investments or reassessing current holdings.


Applying a screen to certain higher risk industries that we generally seek to avoid

Due diligence and underwriting

Consideration of material ESG issues relating to a potential investment, using our proprietary ESG Risk Scorecard

Portfolio management

Regular review and update of our ESG assessments

Stakeholder engagement

Seek to directly engage with sponsors, portfolio companies, stakeholders, and investment colleagues for discussion of material ESG issues and insights to better understand and more effectively address ESG challenges and opportunities.

Sustainable Investment Strategies

In addition to integrating ESG considerations from a risk assessment perspective, ORIX USA Group actively invests in sustainability-themed investments on behalf of its clients and parent company. Examples include: Affordable Housing, Climate Solutions (Renewable Energy)

Our Foundation of Governance

ORIX USA Group has a commitment to meet the governance expectations of ORIX Group, our employees, clients, shareholders, the communities where we do business, and other stakeholders. This means maintaining high standards of governance in our business conduct and providing a clear and transparent framework and a set of principles, policies, and practices to guide the decisions we make every day.

For anonymous reporting of unethical, illegal or improper behavior: ORIX USA Group’s Ethics Hotline (1-844-823-8908)