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The Scott Trust Limited (Guardian Media Group)

PRI reporting framework 2017

You are in Strategy and Governance » Implementation not in other modules

Implementation not in other modules

SG 12. ESG issues in strategic asset allocation

New selection options have been added to this indicator. Please review your prefilled responses carefully.

12.1. Indicate if your organisation executes scenario analysis and/or modelling in which the risk profile of future ESG trends at portfolio level is calculated.

12.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

          Avoiding exposure to fossil fuels is an overriding consideration in all new asset allocation decisions
        

12.3. Additional information. [OPTIONAL]


SG 13. Long term investment risks and opportunity (Not Completed)


SG 14. Allocation of assets to environmental and social themed areas

New selection options have been added to this indicator. Please review your prefilled responses carefully.

14.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

14.2. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.

Area

% of AUM

Brief description and measures of investment

During the period we committed to a private real assets fund investing in renewable power generation.

We also undertook diligence on a new public equity clean energy strategy. An investment was made after period end to anchor the new fund.

% of AUM

Brief description and measures of investment

Key global equity investments integrating ESG and focussing on sustainable business models have as a result substantial allocations to the global health sector, where health provision is regarded as a core long term theme. These allocations are therefore well above any comparative benchmarks.

          Dual social and environmental sustainable equities investing
        
% of AUM

Brief description and measures of investment

Allocations within both developed and emerging market equities are made to managers fully integrating environmental and social sustainability research in the core of their investment process. Such allocations were increased during the period by selecting new managers with such proactive ESG integration.

14.3. Additional Information [Optional]

          
        

SG 15. ESG issues for internally managed assets not reported in framework (Not Applicable)


SG 16. ESG issues for externally managed assets not reported in framework (Not Completed)


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