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Royce & Associates, LP

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]

As bottom –up stock pickers our focus is on company analysis and selection rather than top down asset allocation. That is also how we approach ESG integration; by analyzing and monitoring the ESG issues that may have material impact on the financial performance of our portfolio companies in the near and long term. The evaluation of management and their adaptability to current and future ESG trends is also an important decision in our portfolio building process. These activities may require scenario analysis and modelling but that occurs at the individual stock level, rather than as a portfolio exercise.

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)