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ESG integration is the practice of incorporating material environmental, social and governance (ESG) information or insights alongside traditional measures into the investment decision process to improve long term financial outcomes of portfolios. Unless otherwise stated in Fund documentation or included within the Fund’s investment objective, inclusion of this statement does not imply that the Fund has an ESG-aligned investment objective, but rather describes how ESG information is considered as part of the overall investment process.
The Fund manager includes environmental considerations in the research, selection, monitoring and reporting phases of the investment process. This includes third-party data and material considerations, as defined by the investment team, of environmental criteria. The Fund manager undertakes rigorous research in the construction of internal research signals, which helps measure a company's exposure to, and management of, transition risks and opportunities associated with the low-carbon economy. This signal considers key performance indicators, as determined by the investment team, within the themes of natural resource management and core business involvement. Once these indicators have met the criteria necessary to be incorporated into the signal, this information is incorporated into investment decisions on an ongoing basis. The Fund manager additionally examines environmental exposures such as carbon emissions intensity and clean technology revenue during the reporting phase. These are sourced from Aladdin or directly from third-party data providers.
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