Aksia's research teams evaluate investment managers' approach, adoption and integration of ESG into their investment decision-making processes. Aksia circulates a Diversity & ESG questionnaire to managers which asks questions about their diversity, ESG integration, and ESG and Impact related products.
If the manager has an integrated ESG process and approach, a more detailed discussion is often scheduled with their ESG officer or similar, to review their approach to responsible investing. The responses are summarized in our research reports on the manager.
We seek to identify and evaluate material positive and/or negative ESG considerations at the fund, strategy and manager level as part of our IDD and ODD research processes. Materiality is determined on a case by case basis by Aksia's IDD and ODD teams, together with Aksia's ESG Committee if required. Aksia's assessment of materiality considers both financial and non-financial impacts that may have significant social and/or environmental outcomes.