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Mellon Investments Corporation

PRI reporting framework 2019

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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.).

Describe In addition to research conducted for our Carbon Efficiency Strategy, Mellon’s active equity research quantitative team conducts research to determine the efficacy of different ESG lenses. For example, one study examined the readiness of companies in our active large cap value portfolio for the transition to the low carbon economy.

13.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

We do the following

13.3. Additional information. [OPTIONAL]

At a firm level we do not run scenario analysis or impose specific ESG views on our investments.  However, our active equity and fixed income analysts incorporate analyses of the impacts of various ESG considerations such as climate change, demographic shifts, regulatory trends, etc. in their research.  Insights gained from these analyses are shared with active strategy portfolio managers.

In addition, we do a scenario analysis in our Carbon Efficiency Strategy that includes factors representing the investment impacts of future environmental trends and consider ESG issues in sector weightings. We will also reflect clients’ ESG beliefs and objectives in bespoke portfolios using client-directed screens.


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)


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