Within our risk management department the performance objectives for responsible investment are integrated, monitored and discussed on a monthly basis. In addition we have designed several reporting tools for our clients that capture the sustainability performance of portfolios (e.g. red flags, scores, spider charts, tree maps, footprint, etc.).
Furthermore, a Media & Stakeholder Analysis (MSA) is conducted continuously throughout the year to identify companies in the investment universe that may have been involved in critical environmental, economic and social crisis situations that could have a damaging effect on their reputation and core business, and to evaluate their response and management of such situations. In addition to this, the consistency and quality of a company's behaviour, response, and management of such situations is reviewed vis-à-vis its stated principles and policies. Cases where companies are identified as having been involved in critical environmental, economic and social crisis situations can lead to a downgrading of the respective sustainability score, which may in turn have an impact on the total valuation of the specific stock.