ENGAGEMENT ALONE WILL NOT RESULT IN REAL WORLD CHANGE
Posted on July 19th, 2023
Border to Coast is a long-term investor and it’s therefore important that we take a holistic approach to understanding all the risks and opportunities a company faces when we are making investment decisions.
Our portfolio managers incorporate material environmental, social and governance (ESG) issues into their investment decisions in the same way they think about valuation, management quality, competitive advantage and profitability. This starts with the research we conduct, whether it’s for listed equities, fixed income or private markets. ESG is factored into that initial process through detailed stock and issuer research and private markets due diligence.
It’s also a central component of our external asset manager procurement and appointment process. We monitor managers quarterly and conduct an annual deep dive on how they include responsible investment in their process.
Read more about how we embed ESG and responsible investment into Border to Coast’s investment process in this interview with Jane Firth, Head of Responsible Investment, originally published in Portfolio Institutional.
“We have always factored climate risk into our investment analysis and have continued to evolve this process.
“Border to Coast has worked across the investment team to understand the climate risks and opportunities in our portfolios and conduct enhanced risk assessments for the largest emitters using a range of tools and data.”