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Colonial First State Global Asset Management (including First State Investments)

PRI reporting framework 2017

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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.

12.3. Additional information. [OPTIONAL]

We are primarily an active, bottom up fund manager, individual investment teams test the impact on companies from issues like climate change, changing demand for commodities etc. ESG factors have caused our investments in some sectors to increase while other have decreased. For example our global resources and unlisted infrastructure investment teams have made targeted investments in renewable energy companies. 


SG 13. Long term investment risks and opportunity

13.1. Some investment risks and opportunities arise as a result of long term trends. Indicate which of the following you act on.

13.2. Indicate which of the following activities you have undertaken to respond to climate change risk and opportunity

other description

          Our unlisted infrastructure team has purchased renewable energy and water assets. 
Climate Change adaptation planning and investment for infrastructure assets.
        

13.3. Indicate which of the following tools you use to manage emissions risks and opportunities

other description

          Company engagement.
        

other description (1)

          Tax avoidance
        
          Inequality
        

13.5. Additional information [Optional]


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

          Our First State Stewart Investment team offers a range of sustainability funds focused on resource efficiency and sustainable development.
        
10 % of AUM

Brief description and measures of investment

Our wholly owned Stewart Investors team offers a range of sustainability funds focused on resource efficiency and sustainable development.

14.3. Additional Information [Optional]

          
        

SG 15. ESG issues for internally managed assets not reported in framework

15.1. Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Cash

We have incorporated ESG assessments into all counter party reviews which are run by our fixed income and cash team.

15.2. Additional information [Optional].


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


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