Our ESG external research is obtained from a range of resources including specialist and general providers. These providers are regularly reviewed with a focus on the quality, coverage, timeliness and accuracy of the reports produced.
Our extensive engagement with companies also allows us to identify, discuss and verify relevant material data - this is integrated into our own research.
All analysts producing stock research are required to consider the material and relevant governance, social and environmental factors that could impact the ability of the company to generate sustainable returns. These factors are recorded in a standard dedicated section of our bespoke stock analysis template. This includes a specific section requiring an explanation on how these factors have been incorporated into the analysis.
For stocks held in portfolios these are updated at least annually.
All the investment team are able to access data and reports provided by our external research suppliers.
We have established a research portal at Martin Currie. All our research, which includes specific commentary on ESG factors that may affect a company, will be published on this portal ensuring that it is readily available to the wider organisation.