Our overall process of integrating ESG factors into our investment process is multi-faceted and is anchored by a combination of both internal and external research inputs. ESG integration does not begin or end with the purchase of a company’s stock. Our ESG commitment is continuous, supported by ongoing screening and monitoring.
It is important to note that ESG considerations are fully integrated into our investment process because all stock specific ESG considerations are made by the portfolio managers themselves and the relevant portfolio decision teams. ESG portfolio and stock considerations are therefore not outsourced to external teams or individuals. There is full ownership with the portfolio managers themselves.
ESG research is fully incorporated into the investment process, in-line with other external research providers. ESG research raises awareness and offers relevant insights into the key issues which arise. Any controversial issues which may arise are then analysed and assessed by the portfolio managers on a case by case basis. The overall decision-making process will be a holistic one, as fundamental financial analysis will be supplemented by ESG and other non-financial factors.
All investments / shares are screened for violations of international norms and conventions. This norm-based screening process ensures that all our investments are monitored and assessed so that they can at all times live up to what is generally assumed to be the general society's minimum requirements and expectations for ESG.
The C WorldWide Global Equities Ethical Fund is also subject to a value-based screening / exclusion in order to enable investors to opt out of investments with controversial business activities.