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Northstar 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.).

Describe All companies included formally included in our Buy List will have a bull, base and bear case scenario analysis and valuation, which includes all issues deemed pertinent to the investment case, including issue relating to Sustainability, one of the four pillars of our fundamental investment process, which includes ESG considerations.

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]

Portfolio's are constructed without reference to benchmarks and sector weightings are therefore a default of our fundamental process, which would consider Sustainability criteria.


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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