Aligning Your Fund with Today’s ESG Issues

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Presented by

Scott Klimo CFA ® Chief Investment Officer, Portfolio Manager, Saturna Capital

About this talk

In this webinar we will discuss the process of integrating ESG into our equity and fixed income funds starting from the decision to adopt ESG through implementation from both qualitative and quantitative perspectives. Additionally, we will review the specific application of ESG metrics in terms of carbon risk. We will cover: 1. Introduction: Moving from SRI to ESG. a. The Amana Funds established as Shariah compliant, placing them in the SRI category. b. Similarly, many funds already include ESG elements in their process. c. An integrated or siloed approach to ESG? d. Which ESG approach? Impact? Activist? Best in class? e. Additional steps. 2. Building a scoring system a. What does ESG data look like? b. Benchmarking: sectors, industries and countries c. Weighting the data d. Descriptive or Predictive scoring? e. Aggregation and comparison 3. Incorporating ESG in fixed-income investing a. Risk mitigation using an ESG lens b. Wholistic investment analysis, where does ESG fit when constructing a bond portfolio? c. Importance of ESG considerations on credit, liquidity, and long-term value d. Governance and diversity in fixed income 4. Incorporating Carbon risks into the investment process a. Components of carbon risk and potential impact to investments b. Data sources, accuracy and availability of relevant information c. Looking forward: what disclosure is needed? Where do we go from here?
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