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Ownership Capital

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.).

Describe Using our Aggregated Risk Map, we assess how ESG issues could impact our overall portfolio and stress test for specific ESG events, (e.g., further introduction / adoption of carbon taxes, increase in water usage fees).
Describe We include climate-related risks and opportunities in our scenario analysis both at the company and portfolio level.

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]

While our investment process is primarily bottom-up, we do assess the impact of ESG issues on particular sectors and geographic markets as part of our individual company analysis and our overall portfolio allocation. Using our Aggregated Risk Map, we look at how ESG issues could impact both individual companies, sectors and geographies. 

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)