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Newbury Partners

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]

We would very much like to incorporate ESG factors and scenario analysis into our transaction models. However, to date, we have not found enough relevant data or guidelines to specifically build these scenarios into our models. Instead, we simply apply high-level haircuts and make directional assessments on certain assess classes and sectors (e.g., less direct energy exposure in our portfolios, all else being equal)

SG 13 CC.

SG 14. Long term investment risks and opportunity (Private)

SG 14 CC.

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