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

SBI Funds Management Private Limited

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 are currently exploring the TCFD based framework. Under the framework we may conduct modelling on climate-related risks and opportunities.


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.

14.5. Additional information [Optional]


SG 14 CC.


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.

15.2. Indicate the percentage of your total AUM invested in environmental and social themed areas.

0.81 %

15.3. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.

Area

          We have an ESG Fund which uses sectoral exclusion and best in class methodology for ESG based performance of the companies
        

Asset class invested

1.45 Percentage of AUM (+/-5%) per asset class invested in the area

Brief description and measures of investment

Exclusion based methodology: Sectors excluded are Alcohol, Tobacco, Adult Entertainment, Controversial Weapons and Gambling.

Best-in-class Methodology: After excluding sectors, portfolio is constructed using ESG scores along with financial variables

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


Top