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A multi asset approach to ESG integration

Portfolio construction: When constructing our portfolios we aim to assess and manage specific financially material ESG risks. For example we would observe the overall ESG score of the portfolios as well as identify areas of the portfolio with particularly high ESG risks.

Implementation: When implementing our asset allocation views we include ESG factors alongside other investment criteria. Interestingly, as the availability of ESG integrated indexes and relative instruments (ETFs) is growing this should enable us to implement our views via ESG integrated collective or derivative instruments in the future.

Portfolio analysis: We aim to identify and monitor ESG risks and opportunities at the overall portfolio level. For example, a number of our funds invest in renewable energy infrastructure, which can be a reliable source of income. We also aim to identify opportunities for active ownership and engagement on climate and diversity related issues.

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