Climate Change Data

Environmental Metrics

ESG Focus Areas

• Corporate Culture
• Board Governance
• Carbon Pricing Perceptions
• Climate Change
• Fossil Fuel Exposure

Environmental Achievements

• Developed in-house portfolio analytics to monitor sustainability characteristics, including companies’ carbon trajectories and alignment to different IPCC socio-economic pathways
• Offers dedicated sustainability funds combining product revenue exclusions to identify companies with fossil fuel exposure and a Net Zero glidepath for portfolio decarbonization.

Social Achievements

• Integrates ESG exclusions (tobacco, weapons, UN Global Compact violators, fossil fuels) in ~40% of AUM upon client request.
• Engages with companies to understand material sustainability issues and 'unattended risks'.

Governance Achievements

• Partners with ISS for proxy voting; clients can request specific or custom policies.

Climate Goals & Targets

Environmental Challenges

• Difficulties associated with collecting, processing, and deciphering the materiality of sustainability considerations.
• Investors typically underreact to non-financial information, resulting in security mispricings.

Mitigation Strategies

• Systematic process to analyze ESG return drivers and implement them in portfolios.
• Leveraging data and technology to apply fundamental and market insights.
• Rigorous testing of ESG signals to evaluate their contribution to investment process.

Supply Chain Management

Climate-Related Risks & Opportunities

Reporting Standards

Frameworks Used: PRI