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Royce & Associates, LP

PRI reporting framework 2020

You are in Strategy and Governance » ESG issues in asset allocation


SG 13. ESG issues in strategic asset allocation

13.1. 貴社組織がシナリオ分析および/またはモデリングを実施するか記述してください。実施する場合、 シナリオ分析について説明してください(資産クラス別、セクター別、戦略的資産配分等)。

13.3. 補足情報 [任意]

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)