Sustainability Principles

ORIX Corporation USA (“ORIX USA”) and subsidiaries Boston Financial, Lument, and NXT Capital (“ORIX USA Group”¹) are committed to the purpose and values of their parent, ORIX Group, including caring for the natural environment, respecting human and labor rights, catering to the well-being of our colleagues, promoting diversity, equity, and inclusion, and upholding the high business standards embedded in the ORIX Group Code of Conduct. We also align with a key pillar of ORIX Group’s corporate philosophy of contributing to society through our business activities and solutions.

We understand sustainable progress as development that meets the needs of the present without compromising future generations’ ability to meet theirs. As a result, ORIX Group joined the United Nations (“UN”) Global Compact subscribing to its ten principles in 2014, and adopted Financial Stability Board’s Task Force on Climate-Related Financial Disclosures in 2020. Further, at ORIX USA Group, we aligned our investment practices with the UN’s Principles for Responsible Investment (“UNPRI”) in 2022. By adhering to these principles, ORIX USA Group seeks to deliver financial solutions while promoting long-term economic, environmental and/or social prosperity.

As an alternative asset manager and investor focused on private credit, real estate, and private equity, diligent underwriting and due diligence are the foundation of ORIX USA Group’s investment and portfolio management practices. We are committed to driving a culture and approach that seeks responsible creation of long-term value by incorporating generally accepted sustainability factors, including environmental, financial, governance, operational, reputational, and/or social (“Sustainability Factors”) and ethics considerations into our business and operational decisions.

We recognize that progress takes time and building a foundation of sustainability for growth in a thoughtful and impactful way takes effort. Like the environment around us, we are adapting to changing conditions, and remain dedicated to evolving and being a responsible corporate citizen and steward in the years ahead.