Describe how you incorporate ESG
Assuming this is referring to total portfolio approaches, building on asset level research, we incorporate sustainability themed allocations in our reference portfolios and model climate change impacts with our scenario analysis tool, which sits within our strategic asset allocation modelling.
For clients that want to align their portfolio with specific organizational values, we incorporate these restrictions into portfolio asset allocation recommendations and asset allocation review processes. These are bespoke in nature, and range the ESG spectrum, including environmental (ex. fossil fuel), social (ex. tobacco), and governance-related (ex. corporate gender equality).