The responses provided above represent an aggregate of different practices employed by our independent investment teams and do not necessarily indicate that each team employs all of these practices.
Each investment team has access to ESG-specific opinions and insights from our third-party provider, but the majority of our information is obtained via our teams’ own independent research. While not necessarily seeking ESG-specific information, the research that our teams conduct oftentimes focuses on issues that may also be relevant from an ESG perspective.
MIM’s ESG Oversight Committee is responsible for assessing the quality of research produced by our third-party provider. This entails consultations with the provider and review of their research process. The Committee also periodically assesses other research providers in order to provide a basis of comparison as well as a source for potential replacements or complements to our existing provider.
MIM’s Quantitative Research team is able to provide the majority of our teams with a risk profile that compares the ESG ratings of the team’s portfolio against its respective benchmark as well as an attribution that assesses the positive or negative contribution to investment performance from each ESG ratings group.