2023 in Zahlen

Anthos’ ESG and IMP scorecard is a proprietary tool used by investment teams at Anthos to score the sustainability credentials of underlying managers and strategies during due diligence and post-investment for engagement and monitoring. The scorecard assessment is based on the guidance by the Principles for Responsible Investment (PRI), the OECD guidelines for institutional investors, the Global Real Estate Sustainability Benchmark (GRESB) and guidance from the Impact Management Project (IMP) for impact.

Leader: The thought leaders, influencers, and proactive implementers. Leaders voluntarily set standards and develop new approaches and solutions to society’s problems.

Professional: Fully compliant with regulations, professionals sign up to global commitments and implement clients’ policies without complaint. They have sufficient resources and good, practical governance.

Novice: Novices refers to managers that are aware of the importance of integrating ESG issues, and are starting to formulate policies and processes. Some have good integration but are lacking in the documentation or facing data gathering challenges. They do what is required legally, and often have gaps in their responsible investment approach.

Laggard: Laggards may think responsible investment and sustainability issues are important, but outside the remit of how they invest. They don’t have much to show in terms of ESG integration and lack willingness to change.

Not applicable: Cash; FX positions; other cash instruments; FX hedge; money market funds (unless it is in an impact fund); direct government bonds; direct real estate; legacy assets.

May/Does cause harm: The absence of policies, processes or activities to measure, monitor and mitigate the negative impacts caused by the asset.

Act to avoid harm: Seeks to mitigate the negative impact of an investor’s portfolio, by for example incorporating ESG factors into investment decisions, accounting for and mitigating negative impact, engagement, and other activities to avoid harm.

Benefit stakeholders: Seeks investments intended to generate positive outcomes for a wide range of stakeholders. This can be done by, for example, positively screening for investments that are sustainable for the world either by consistently mitigating their negative and providing positive contributions or by being in industries that traditionally provide positive outcomes, e.g. healthcare, or education.

Contributes to solutions: Seeks investments intended to generate measurable significant positive, social and environmental impact for otherwise underserved stakeholders, including the environment

Not scored: The remaining funds face challenges ranging from data issues in that particular asset class, to legacy funds, to methodology mismatch for those strategies that employ complex methodologies which require further study before we can use the IMP methodology.

Not applicable: Cash; FX positions; other cash instruments; FX hedge; money market funds (unless it is in an impact fund); direct government bonds; direct real estate; legacy assets.