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NorthEdge Capital LLP

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 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.
Describe 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).

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]

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. 

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)