As previously mentioned, EGS issues are considered within our portfolios and integrated into the investment process. The ESG informations is provided by specialized companies leaders in ESG analysis.
Every quarter, we receive an update of the companies scores, for our investment universe. This information is integrated into our model to review the ESG rating associated to the companies in the portfolios. This revision, help us to adjust the portfolios by ranking the companies as leaders or laggards based on generally accepted United Nations and World Bank criteria.
Once the proprietary model has been developed and implemented for both equities and fixed income, the goals revolve around the periodic improvement and adjustment of the variables involved in it.
Additionally, the same information with the same periodicity, is received by our service provider to update the negative screening related to the Rules of Conduct in defense.