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Common Interests

Service Providers Framework 2018

You are in Advisory and Consultancy » Investment research

Investment research

AC 10. Investment research activities

10.1. Indicate whether you incorporate ESG into your investment research services.

10.2. Indicate whether the following activities are part of your investment research process. Describe for each activity how you incorporate ESG.

Investment research activities

Describe how you incorporate ESG

          For individual assets, we have access to multiple databases that give a picture of the asset's ESG scores from multiple perspectives

Describe how you incorporate ESG

          We can run reports that compare the sustainability of an existing portfolio to our models, or give the current carbon footprint of an existing portfolio.

Describe how you incorporate ESG

          We believe it is important to measure our ESG portfolios against NON-ESG benchmarks so that clients can see that there is no performance tradeoff to investing with an ESG lens.

Describe how you incorporate ESG

          When considering quant strategies, we demand that one of the quant metrics be sustainability.

Describe how you incorporate ESG

          We are working with outside providers to develop sustainable sector rotation strategies for our firm.

10.4. Additional information. [OPTIONAL]

AC 11. Demonstrating value on investment research

11.1. Describe how you measure, track or otherwise demonstrate your value on investment research activities.

          the client reporting at the end of a research engagement is generally sufficient.

11.2. Additional information. [OPTIONAL]