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NEI Investments

PRI reporting framework 2020

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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.).

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

Specify the AUM invested in low carbon and climate resilient portfolios, funds, strategies or asset classes.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

Specify the framework or taxonomy used.

NEI Environmental Leaders Fund is a global equity solution that seeks to address the population, consumption and demand dynamics that pressure finite resources through resource optimization. The environmental markets of water, energy, waste and food & agriculture are the principal areas for investment.

Resource optimization is a leading response to the pressures and demands being put on limited resources. It seeks to extend the shelf life of resources beyond their conventional output and pivot to a more optimal and efficient framework that sustains global growth demands. The global risks of growing populations, urbanization, water scarcity and climate change also represent potential long-term drivers for investment. As a result, a new thematic investment opportunity set has emerged, capitalizing on companies seeking to address sustainability challenges in the areas of water, energy, waste and food & agriculture—known as environmental markets.

 

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

other description

          Engaged high-emitting companies in our portfolio on setting emission reduction targets and aligning with a net-zero future
        

14.4. If you selected disclosure on emissions risks, list any specific climate related disclosure tools or frameworks that you used.

We use third party tools to provide carbon footprint information to clients that request it. To date we have used Bloomberg and ISS to provide that data.

14.5. Additional information [Optional]


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.

15.2. Indicate the percentage of your total AUM invested in environmental and social themed areas.

6.1 %

15.3. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.

Area

Asset class invested

3.5 Percentage of AUM (+/-5%) per asset class invested in the area

Brief description and measures of investment

The NEI Environmental Leaders Fund seeks to achieve long-term capital growth while addressing the environmental challenges of our times through a resource optimization approach. The fund focuses on companies that are growing sustainability leaders in the areas of water, energy, waste and food & agriculture.

Asset class invested

0.5 Percentage of AUM (+/-5%) per asset class invested in the area

Brief description and measures of investment

The NEI Environmental Leaders Fund seeks to achieve long-term capital growth while addressing the environmental challenges of our times through a resource optimization approach. The fund focuses on companies that are growing sustainability leaders in the areas of water, energy, waste and food & agriculture.

Asset class invested

.5 Percentage of AUM (+/-5%) per asset class invested in the area

Brief description and measures of investment

The NEI Environmental Leaders Fund seeks to achieve long-term capital growth while addressing the environmental challenges of our times through a resource optimization approach. The fund focuses on companies that are growing sustainability leaders in the areas of water, energy, waste and food & agriculture.

Asset class invested

.5 Percentage of AUM (+/-5%) per asset class invested in the area

Brief description and measures of investment

The NEI Environmental Leaders Fund seeks to achieve long-term capital growth while addressing the environmental challenges of our times through a resource optimization approach. The fund focuses on companies that are growing sustainability leaders in the areas of water, energy, waste and food & agriculture.

Asset class invested

1.1 Percentage of AUM (+/-5%) per asset class invested in the area

Brief description and measures of investment

The NEI Environmental Leaders Fund seeks to achieve long-term capital growth while addressing the environmental challenges of our times through a resource optimization approach. The fund focuses on companies that are growing sustainability leaders in the areas of water, energy, waste and food & agriculture.

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



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