Climate Change Data

Environmental Metrics

ESG Focus Areas

• Governance
• Environmental
• Social

Governance Achievements

• Developed a dedicated ESG questionnaire and a proprietary scoring methodology based on Principles of Responsible Investments’ recommendations.
• By December 2022, 7 investment professionals acquired ESG certification from CFA, EFFAS, or IMD programs.

Climate Goals & Targets

Environmental Challenges

• Potential adverse effects of disregarding ESG factors on investment performance and reputation.
• Balancing the benefits of ESG integration with potential impacts on portfolio construction and management (tracking error and active share).

Mitigation Strategies

• Developed a comprehensive due diligence approach integrating ESG factors through qualitative and quantitative perspectives, including internal and external scoring methodologies.
• Prioritized ESG Integration and Engagement strategies over Negative Screening.
• Careful monitoring of implications of ESG strategies on portfolio construction and management.

Supply Chain Management

Climate-Related Risks & Opportunities

Reporting Standards

Frameworks Used: Principles of Responsible Investments (PRI)