Describe how you integrate ESG information into portfolio weighting.
In some equities portfolios our internal ethical grade for companies affects their weighting in the portfolio. ESG considerations can also affect weightings by impacting judgements about earnings prospects and valuation multiples.
Describe the methods you have used to adjust the income forecast / valuation tool
The analyst makes adjustments on a case by case basis, ultimately approved by the CIO.
Additional information. [OPTIONAL]