We integrate ESG into our investment decision making process using a qualitative overlay. It serves as risk mitigant and as a means by which to assess the quality of the companies and assets that we are investing in. It assists us in validating stock selection decisions.
> We constantly seek to remain abreast of key ESG issues and how they impact our portfolio
> In doing so, we are constantly reviewing a range of materials and information sources to identify ESG issues and risks that we need to look at further and consider as part of our investment decision making process
> When we identify issues we discuss these as a team and engage with the company in question, our external managers holding the stock and the sell side brokers researching the stock.
> Some portfolios utilise quant models, and while larger holdings will have a comprehensive ESG review as part of the qualtitative overlay, with smaller stocks reliant on a ESG ratings screen and high level risk assessment