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C WorldWide Asset Management

PRI reporting framework 2020

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 carries out scenario analysis and/or modelling, and if it does, provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

13.3. Additional information. [OPTIONAL]

We consider ESG issues primarily from a bottom-up, company specific basis and as such do not regularly perform scenario analysis or modelling of ESG factors.


SG 13 CC.


SG 14. Long term investment risks and opportunity

14.1. Some investment risks and opportunities arise as a result of long term trends. Indicate which of the following are considered.

14.2. Indicate which of the following activities you have undertaken to respond to climate change risk and opportunity

14.3. Indicate which of the following tools the organisation uses to manage climate-related risks and opportunities.

14.4. If you selected disclosure on emissions risks, list any specific climate related disclosure tools or frameworks that you used.

On a quarterly basis we disclose our carbon footprint on portfolio levels. In addition, we include climate related ESG matters in our quarterly ESG reports.

14.5. Additional information [Optional]


SG 14 CC.

14.6 CC. Provide further details on the key metric(s) used to assess climate-related risks and opportunities.

Metric Type
Coverage
Purpose
Metric Unit
Metric Methodology
Carbon footprint (scope 1 and 2)
          Monitoring
        
          Tons at CO2e/USD millions invested
        
          Measures the CO2e at the stock level based on the “ownership principle”.
        
Portfolio carbon footprint
          Monitoring
        
          Tons at CO2e/USD millions invested
        
          Portfolio’s carbon footprint relative to the benchmark including scope 1 and 2 emissions; metric is shared with clients.
        
Total carbon emissions
          Monitoring
        
          Emission Scope 1+2 measured in tons CO2e
        
          Measures the CO2e for which the portfolio is responsible based on the “ownership principle”; metric is shared with clients.
        
Carbon intensity
          Monitoring
        
          Carbon Intensity calculated as tCO2e/USD million revenue
        
          The carbon intensity has overall been trending down; the metric at the portfolio level is shared with clients.
        
Exposure to carbon-related assets
          Monitoring, investment decisions
        
          Percentage of portfolio value
        
          Direct and indirect revenue exposure at stock and portfolio level.
        

14.8 CC. Indicate whether climate-related risks are integrated into overall risk management and explain the risk management processes used for identifying, assessing and managing climate-related risks.

Please describe

In the investment process, prior to an initial investment in a given company, each portfolio manager takes climate-related risk into consideration together with general ESG matters, as well as in the ongoing dialogue and engagement with the specific company.

14.9 CC. Indicate whether your organisation, and/or external investment manager or service providers acting on your behalf, undertake active ownership activities to encourage TCFD adoption.

Please describe

For all our investments, we discuss and engage with the companies on how they impact the environment and take climate into consideration. It is important to us that the companies whose products influence the climate and the environment have clear action plans as to how they work with the topic now and going forward and that they are part of the solution and not part of the problem.


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

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.4. Please attach any supporting information you wish to include. [OPTIONAL]



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