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Vert Asset Management LLC

PRI reporting framework 2019

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

ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

13.1. Indicate whether the organisation undertakes scenario analysis and/or modelling and provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

13.3. Additional information. [OPTIONAL]

Not at this time. Though, we are encouraging our holdings during 2019 to report to TCFD which focus on scenario analysis. 


SG 13 CC.


SG 14. Long term investment risks and opportunity

14.1. Some investment risks and opportunities arise as a result of long term trends. Indicate which of the following are considered.

14.2. Indicate which of the following activities you have undertaken to respond to climate change risk and opportunity

Specify the AUM invested in low carbon and climate resilient portfolios, funds, strategies or asset classes.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

Specify the framework or taxonomy used.

Our investment strategy incorporates qualifying criteria and disqualifying criteria.

14.3. Indicate which of the following tools the organisation uses to manage climate-related risks and opportunities.

14.4. If you selected disclosure on emissions risks, list any specific climate related disclosure tools or frameworks that you used.

We use emissions data from CDP, Bloomberg, and GRESB.

14.5. Additional information [Optional]


SG 14 CC.

14.6 CC. Please provide further details on these key metric(s) used to assess climate related risks and opportunities.

Metric Type
Coverage
Purpose
Metric Unit
Metric Methodology
Climate-related targets
          
        
          
        
          
        
Weighted average carbon intensity
          
        
          
        
          
        
Carbon footprint (scope 1 and 2)
          
        
          
        
          
        
Carbon intensity
          
        
          
        
          
        
Exposure to carbon-related assets
          
        
          
        
          
        
Other emissions metrics
          
        
          
        
          
        

14.7 CC. Describe in further detail the key targets.

TargetĀ type
Time Frame
Description
Attachments
          
        
          
        

          
        
          
        

          
        
          
        

          
        
          
        

          
        
          
        

14.8 CC. Indicate whether climate-related risks are integrated into overall risk management and explain the risks management processes for identifying, assessing, and managing climate-related risks.

Please describe

Our process for identifying climate-related risks is part of our investment strategy and portfolio construction process. We evaluate holdings on the following:

Qualifying Criteria and Key Performance Indicators

Environmental:

  • Energy and/or Greenhouse Gas Reduction
  • Water Use Reduction 
  • Green Building Certifications

Social:

  • Urbanism & Transit Orientation
  • Community Engagement
  • Affordable Housing

Governance:

  • Disclosure & Reporting
  • Stakeholder Engagement
  • Climate Change Adaption Policies and Programs

Disqualifying Criteria and Key Performance Indicators

Controversy:    

  • Bribery & Corruption
  • Displacements
  • Environmental Fines

Business Line:

  • Excluding companies who operate solely in these two industries - Fossil Fuels and Private Prisons

Risk:  

  • Sea Level Rise Risk
  • Flood Risk
  • Heat Stress Risk
  • Water Stress Risk
  • Storm Risk

14.9 CC. Indicate whether the organisation undertakes active ownership activities to encourage TCFD adoption.

Please describe

For the upcoming 2019 engagement campaign, TCFDs will be a focus. We will ask how companies what their perspectives are on TCFD and what they are doing to report in alignment with the recommendations.


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

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.4. Please attach any supporting information you wish to include. [OPTIONAL]



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