Oaktree Capital Group LLC.
OAK.US | Fund management activities
Oaktree Capital Group LLC is a global alternative investment management firm. The company specializes in credit strategies, including distressed debt, corporate debt, convertible securities, real estate, and listed equities. Oaktree manages investments on behalf of institutional clients, such as pen...Show More
Better Health for All
0
Oaktree Capital Group LLC, an investment management firm, has allocated $2.3 billion to its Life Sciences Lending Fund, which targets biopharmaceutical and medical device companies.
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This fund represents approximately 1.19% of Oaktree's $193 billion Assets Under Management (AUM) as of June 30, 2024.
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As an investment management firm, Oaktree's principal goods and services are financial, which have no direct significant positive or negative health impact. The company does not directly offer health-related products or services, engage in health R&D, or manage health data, leading to most other health-related KPIs being not applicable or neutral.
Fair Money & Economic Opportunity
10
Through its AVANA-Oaktree Private Credit Partnership, 66% of entrepreneurial customers are Black, Indigenous, and People of Color (BIPOC).
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This partnership has funded $1 billion in loans to minority entrepreneurs, which has directly and indirectly created over 5,500 jobs.
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As an institutional investment management firm, Oaktree Capital Group LLC does not offer consumer credit products. Therefore, there are no APR or fee structures to evaluate for pricing fairness, no revenue from high-cost financial products, no debt products to consumers, no financial service access points for geographic inclusion, and no financial products requiring consumer disclosure or explanation for product simplicity.
Fair Pay & Worker Respect
0
Employee satisfaction is rated at 3.7 out of 5 stars
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(74%).
Fair Trade & Ethical Sourcing
0
No evidence was found in the provided article regarding Oaktree Capital Group LLC's fair trade or ethical sourcing practices, supplier audits, forced/child labor incidents, supply chain traceability, remediation speed, ethical clause coverage in contracts, materials risk index, or supplier diversity spend. The article focuses on Oaktree's integration of sustainability analysis into its investment process and reporting from its portfolio companies, rather than its own operational supply chain or procurement activities.
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Honest & Fair Business
-10
OAK.US was fined $375,000 by the SEC for shareholder disclosure violations.
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These violations were related to failing to timely report holdings and transactions in public company stocks, specifically concerning Schedules 13D, 13G, and Forms 3, 4, and 5.
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Kind to Animals
0
Oaktree Capital Group LLC is an investment management firm. Its core business activities do not involve animal testing, animal agriculture, sourcing animal products, or manufacturing products that would require cruelty-free certification or ethical input substitution. The provided articles do not contain evidence of Oaktree's direct involvement in any operations or investments that would trigger the quantitative thresholds for the animal welfare KPIs. Therefore, the specific metrics related to animal welfare are not applicable to its direct operations. Oaktree did sponsor the 26th Annual #WiggleWaggle Walk & Run.
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, which supported the Pasadena Humane Society.
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, but this philanthropic activity does not map to any of the quantitative KPIs.
No War, No Weapons
0
Oaktree Capital Group LLC is an investment management firm, and the provided articles do not contain evidence of its involvement in defense-related business activities. Therefore, there is no defense business for its board to oversee, making this KPI not applicable.
1
Planet-Friendly Business
0
The provided articles describe Oaktree Capital Group LLC's general commitment to sustainability and its participation in various reporting frameworks and initiatives, such as being a signatory to the Principles for Responsible Investment (PRI)
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, supporting the Task Force on Climate-Related Financial Disclosures (TCFD)
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, and being a member of the Partnership for Carbon Accounting Financials (PCAF)
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and the ESG Data Convergence Initiative
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. However, the articles do not provide any specific quantitative data or detailed qualitative information required to assess the company against the defined KPIs for Planet-Friendly Business. There is no specific data on emissions, renewable energy usage, water consumption, waste diversion rates, green building certifications, climate scenario analysis, or stranded asset transparency. Consequently, no KPIs could be scored based on the provided evidence.
Respect for Cultures & Communities
0
No specific, quantifiable evidence was found in the provided articles for any of the KPIs related to Respect for Cultures & Communities. The articles discuss Oaktree's internal diversity and inclusion initiatives
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, board diversity
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, and an initiative to support Black students in the alternative asset management industry (AltFinance)
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, but these do not provide data points directly applicable to formal partnerships with indigenous or local community groups, cultural impact assessments, local employment ratios, cultural preservation investments, or other specified metrics.
Safe & Smart Tech
0
Oaktree Capital Group's privacy policy, last updated June 2024, states that users have rights to access, correct, delete, and restrict data processing as permitted by applicable law.
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The company also indicates that data is retained only as necessary, subject to legal requirements.
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Furthermore, Oaktree states it is compliant with data protection and privacy regulations in the jurisdictions where it operates.
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No specific details or metrics are provided regarding the implementation or effectiveness of these policies, nor are there any mentions of data breaches, cybersecurity investments as a percentage of revenue, or AI-related practices.
Zero Waste & Sustainable Products
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No evidence available to assess Oaktree Capital Group LLC on Zero Waste & Sustainable Products.