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Uniting Financial Services

PRI reporting framework 2018

You are in Strategy and Governance » ESG issues in asset allocation

ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

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

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

          We use an asset/liability optimisation model for Balance Sheet management
We use an asset allocation optimisation model for our Ethical Diversified Multi Asset Fund

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

We do the following

13.3. Additional information. [OPTIONAL]

We are currently working with our asset allocation model provider to assess the impacts of the five mega trends that will impact the global economy. The impact this will have on Industries, sectors, markets (developed and developing) and asset classes. Establishing scenarios to be used in the asset allocation model.

SG 14. Long term investment risks and opportunity (Private)

SG 15. Allocation of assets to environmental and social themed areas (Private)