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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG issues
The percentage for social factors will increase in the run up to 2020 as the Inclusion Policy, which also includes social factors is fully implemented.
Company inclusion classifications and the carbon reduction targets are formally updated on an annual basis. However, portfolio managers/analysts and members of the responsible investment team will have access to so-called pro-forma classifications, which are based on latest input data and thereby can monitor developments between formal update moments.
ESG considerations are included into our systematic investment strategies across all portfolio’s, both managed internally and externally . Due to our carbon reduction target, ESG information is integrated in portfolio weighting.
On a case-by-case basis, where material, the following approaches are used: Fundamental research, broker research, independent consultants for cash flow forecasts, adjustments to discount rate for ESG risk.
Many of the above type of indicators are only applicable to active fundamental strategies. APG’s Listed Equity portfolio is managed for more than 50% via active systematic strategies.