Our portfolio managers and analysts incorporate ESG factors and research into the “mosaic” they use to evaluate investment opportunities. We currently use two of the industry's leading ESG research providers, both of which are integrated into our proprietary investment technology. Analysts and portfolio managers also have access to a wide array of ESG resources via ESG data providers, as well as sell-side ESG research from leading brokerage houses.
These research sources provide extensive coverage of ESG issues: company specific ratings and research, corporate engagement activity, and thematic sector and industry ESG research. Dedicated ESG analysts from each of the research providers are available to our investment team for consultation on company-specific issues or industry research.
ESG information is provided in equity (retail & institutional) and fixed income investment & research interfaces, where ESG ratings are present on holdings and benchmarks.