• Multi-Strategy
  • Responsible Investing
  • ESG

The ESG journey in our multi-strategy process

Multi-strategy portfolios have come a long way in embedding ESG into the investment process, as Jennie Byun, Mark Robertson and Thomas Dillon explain.

There has been a common perception that environmental, social and governance (ESG) considerations could not be fully incorporated within multi-strategy investments, largely due to the multi-faceted aspects of running these types of portfolios. The world has changed. While there are still some challenges, there have also been great strides taken in embedding ESG risk analysis and capturing ESG themes within multi-strategy portfolios.

In this paper, we set out the key aspects of the framework currently used to integrate ESG throughout our multi-strategy investment process; from idea generation and portfolio construction through to voting and engagement.

We also highlight the steps we are taking to address gaps in assessing the ESG risks associated with climate change and derivatives. These measures will bring us even closer to completing the full ESG picture for multi-strategy portfolios.

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