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Adelphi Capital LLP

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.).

Describe Whilst our firm does not run a dedicated ESG mandate, our scenario testing incorporates a range of factors that include ESG issues. Similarly, our asset allocation process considers ESG factors (for example good corporate governance) and we would actively avoid any industry sectors where we were uncomfortable with certain risks.

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]

Whilst our firm does not run a dedicated ESG mandate, our scenario testing incorporates a range of factors that include ESG issues. Similarly, our asset allocation process considers ESG factors (for example good corporate governance) and we would actively avoid any industry sectors where we were uncomfortable with the risk the ESG factors presented.


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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