Articles on: Portfolio Analytics

What can I do on the Allocation ESG scores page?

Here are the main things you can do on this page:

View your portfolios overall ESG score as a percentile
Breakdown your portfolio ESG score into the component E, S and G scores
Breakdown the ESG scores of your long and short positions
View your largest exposures and how they score in each ESG category
Breakdown your top and bottom scoring positions in each asset class

Important points to remember:

The traffic light system allows you to quickly analyze how positions are scoring
Not all your positions will contribute to your ESG score; only certain equities and funds

Updated on: 05/04/2023

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