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Matthews International Capital Management (Matthews Asia)

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.).

Describe Matthews Asia conducted a climate impact assessment of its aggregate portfolio across all strategies based on portfolio holdings at the end of 2019 which included scenario analysis.

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

13.3. Additional information. [OPTIONAL]

As part of our ESG integration process, the firm expects investment team members to receive training on how to incorporate ESG factors, including those related to climate, into modeling. Portfolio managers and analysts have discretion to determine whether such factors can be modeled, for example, using carbon prices or adjusting discount rates for risk/opportunity.


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)


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