Describe how you integrate ESG information into portfolio weighting.
Relative valuations within a sector may be influnced by ESG factors (e.g. investing in one platinum share vs another based on social criteria around labour relations and working conditions)
Describe the methods you have used to adjust the income forecast / valuation tool
We adjust the discount rate or earnings in a forecast.
We further apply a company specific ESG discount to intrinsic value.
Additional information. [OPTIONAL]