OIM has developed an internal methodology to enable both positive as well as negative screenings of securities. We have developed dashboards for all the equity teams on which the teams can monitor various ESG as well as fundamental metrics together corresponding to each of the securities in their relevant benchmarks/ portfolios. These dashboards allow the teams to screen securities based on both ESG and fundamental factors. The ESG metrics being provided are sourced from the best in class ESG data providers such as MSCI ESG, RepRisk, Bloomberg, SASB, Entelligent, Arabesque, ISS Proxy Voting.
OIM is not only holistically integrating ESG analysis into current process, but has also applied complete system metrics to the past eights years on the active equity portfolio thereby constructing a history from which the Fund can measure its progress retroactively against itself and peers.