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You are in Strategy and Governance » Asset class implementation not reported in other modules
Describe what processes are in place and the outputs or outcomes achieved
Listed equities – ESG incorporation
We have a dedicated section within our research when we assess investment prospects for each listed equity. These are periodically reviewed on a quarterly / semi annual basis as we find that ESG factors continue to play an increasing role in equity markets. Our experience is that companies employing stronger ESG principles overall, will outperform companies with weaker ESG principles. As a result we incorporate the analysis of these factors – social, environmental and corporate governance - in our investment process. The output from this analysis effectively translates into a score which contributes to an overall investment rating for each listed equity.
Listed equity - (proxy) voting
We typically vote on all events which have a tangible effect on the performance of an investment. As a result typically all ESG events are voted on.