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The Portfolio Managers, supported by the ESG Team, must formalise a dedicated ESG factsheet for each investment.
The ESG factsheet serves an essential role in linking the ESG parameters of an investment – from idea generation to execution. As such, it documents the ESG considerations made and any actions undertaken as a result. It informs the execution of ESG aspects and assessment of the ESG component of the investment thesis. The relevance (and lack thereof) will vary depending on sector, geography and company specifics.