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Martin Currie Investment Management

PRI reporting framework 2018

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


SG 13. ESG issues in strategic asset allocation


13.1. ポートフォリオレベルで将来のESGトレンドのリスクプロファイルを計算するシナリオ分析やモデリングを組織が実施しているかどうかについて明示してください。


13.2. 組織が戦略的な資産配分やセクターまたは地理的な市場間での資産の配分においてESG問題を考慮しているかどうかを記載してください。


13.3. 補足情報 [任意]

We are active equity managers. We build concentrated, bottom up equity portfolios for our clients and as such our focus is on company analysis and selection rather than top down asset allocation. ESG factors and their consideration form a key part of our sustainability analysis and we incorporate these factors into our financial modeling during this process - this may include scenario testing but this is focused on the individual companies rather than as a portfolio exercise.

Where climate change is concerned one of the areas of focus for us is how companies themselves are approaching this and what scenarios and modeling they are carrying out.  While we encourage companies to consider a 2 degree pathway we recognise that there is not one set transition pathway and as such we cannot say that we use a 2 degree or lower scenario.  As the scenarios and transition pathways develop and become more established we are likely to increasingly use these.  The Transition Pathway Initiative, for example, provides some useful guidance on this that is made available to the investment team.


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

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