- Developments or improvements in sustainable investment processes.
- Management of climate risk.
The BTIS Investment team monitor investment managers on ESG integration on a regular basis, along with ad hoc engagement where there is a material ESG risk, such as a controversy in a security held in the portfolio.
On an annual basis, the BTIS Investment team undertake a review of our managers' sustainable investment processes, including any developments or improvements, examples of ESG integration, engagement and proxy voting, and management of climate risk. The BTIS Investment team also review sustainable investment disclosure and reporting provided by the manager over the past 12 months, including proxy voting records, ESG reporting, and climate-related reporting.