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Dalmore Capital

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.

          Investments are subject to a review of key risk factors (incl ESG) as part of investment approval process and quantified as part of scenario analysis.
        

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

12.3. Additional information. [OPTIONAL]

In selecting target sub-asset classes and target investment characteristics for investment by Dalmore managed funds, we consider what will be of most appeal to our investor base and what matches with our team's investment experience and our overall governance processes.
A similar approach is taken with respect to target geographic exposure. We particularly consider the range of opportunities, what will be of most appeal to our investor base and what matches with our team's investment experience. We also consider whether we can apply our active investment model and whether our governance processes are applicable to investment in other geographic markets.


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


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


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 Applicable)


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