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Unison Capital

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 In order to assess the influence of future ESG factors on investments,In developing the investment business case, we assess how ESG factors such as regulatory changes, resource available (e.g. water), operational improvements etc. potentially influence investment performance

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]


SG 13 CC.


SG 14. Long term investment risks and opportunity

14.1. Some investment risks and opportunities arise as a result of long term trends. Indicate which of the following are considered.

14.2. Indicate which of the following activities you have undertaken to respond to climate change risk and opportunity

14.3. Indicate which of the following tools the organisation uses to manage climate-related risks and opportunities.

14.5. Additional information [Optional]

Our investment strategy focuses on industry sectors which are not carbon intensive and targets medium-sized enterprises. As a result of this strategic approach, we recognize that climate risks (e.g. transition and physical risks) have the potential to affect investments but not significantly impact performance. In the case climate is identified during our ESG due diligence as a material risk factor, this is raised at the investment committee with assessment made of the impact and mitigation measures.


SG 14 CC.


SG 15. Allocation of assets to environmental and social themed areas

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.4. Please attach any supporting information you wish to include. [OPTIONAL]



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