The ESG integration process should consider the unique investment strategy, philosophy and objective in order to be most effective. While the corporate ESG analysis and valuation is at the heart of our engagement with value strategies, the ESG integration process consists of several activities.
The actual activities performed, depend on the mandate structure. The following overview provides valuable insights into more possible activities within the ESG integration framework:
The information exchange between the portfolio manager, the analysts and us takes place at several points during the process. For example, a summary report outlines the material risks and growth indicators of a potential investee company. The report is an integral part of the investment process. Please see below a generic, anonymized sample report.
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