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.).
We typically utilise resource from the local university to conduct thematic research and/or scenario planning. This will be sector focussed, new investment opportunity work. Alongside this, we review landmark documentation. For instance, a summary of our review of the IPR is below.
IPR predicts policy action will be focused between 2023-2025 (earlier announcements of policy intentions will damage relevant investments). Our portfolio omits companies in the key risk sectors such as infrastructure/extraction. The portfolio lacks any notable risks within the holding periods (3-5 years).
Additional information. [OPTIONAL]
We compile all the data from our portfolio annually, and construct a portfolio "heat map" - highlighting areas of ESG risk and opportunity and pertinent concentration risk (per above, sector weightings). These are designed to ensure a balanced fund build out.