This report shows public data only. Is this your organisation? If so, login here to view your full report.

Smith & Williamson Investment Management 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 We assess the risks and opportunities of a decline (or improvement) in environmental and social factors, as well as rules around the governance, for different asset classes and sectors. We aim to understand how the risk/return profile could shift over the next 20 years.
Describe We look at the effect of transition to a 2 degree world for both sectors, and asset classes for strategic asset allocation. This includes looking at an Inevitable Policy Response in 2023 or a slower ramp up of regulations.

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]

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)