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UFG Asset Management

PRI reporting framework 2020

Export Public Responses

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.).

Describe We execute scenario analysis which includes factors representing the investment impacts of environmental, social and governance trends. A dedicated investment team member is analyzing the impact of ESG compliance on company businesses. We are also planning to develop climate change scenario model for individual portfolios.

13.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

We do the following

          We pick "best" companies ranking them for ESG risk low-medium-high, the third one could be the reason not to invest unless mitigated

13.3. Additional information. [OPTIONAL]

We also review the existing portfolio with regards to potential changing trends and re-allign as needed if there are reasons to belive that the existing portoflio requires an adjustment to address the upcoming challenges.

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)