Our global Sustainable Investing team provides our PMs with a breakdown of their portfolio according to external ESG ratings. This analysis grounds the discussion our ESG specialists have with the PMs on high risk ESG factors in their portfolios. We provide a similar report to our analysts based on their coverage, this feeds into their investment analysis.
Our global Sustainable Investing team publish "Controversy Alerts" on our Research Management System. These reports include information on companies within our coverage who have been involved in a high risk controversy.
Analysts and PMs can now access external ESG data directly on our internal Research Platform, Insight. This include proxy voting research by ISS, ESG research by MSCI and Carbon Data from Trucost.
Additionally, Insight is also the platform where we have built an app for the analysts to complete the Proprietary Sustainability ratings of their coverage companies and for the whole investment team (including Sustainable Investing Analysts and PMs) to upload company level engagement information.
ESG Information (ratings and carbon footprint) has also been including within the QFRs (Quarterly Fund Review), which is a quarterly meeting the Fund Manager holds with the CIO to discuss the fund’s financial and ESG performance.