Description
Use for: Reporting ESG integration, stewardship and portfolio-level sustainability performance.
Deliverable purpose: Explain how ESG factors affect investment decisions, engagement and portfolio outcomes.
Written for a published corporate report rather than a consulting study: responsible investment policy; ESG integration in the investment process; exclusion and screening criteria; stewardship and voting record; engagement outcomes; portfolio carbon and ESG metrics; impact and thematic allocations; client reporting approach; methodology; appendices. Editable Microsoft Word file. Populate with your own boundary, metrics, restatements and framework index before publication.