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As part of the enhancements to the WealthSelect Responsible Portfolios, the responsible investment reporting we issue from October 2026 will show a broader range of ESG metrics. The enhanced reporting is designed to provide a more rounded and transparent view of the ESG risks we are managing in the portfolios and improve customer understanding through clearer disclosures.
Below we have included a summary of the new ESG metrics, what each metric means, and how they will appear in your clients’ reports. We will provide further detail on how we calculate each metric in our guide to responsible investment reporting published alongside the reporting for Q3 2026.
Carbon footprint
The carbon footprint is the amount of carbon emissions produced by the underlying holdings of the portfolio. It is expressed in metric tonnes of carbon dioxide equivalent emissions per £100,000 invested.
We will show the carbon footprint of the portfolio and the MSCI ACWI.
Weighted average carbon intensity
The weighted average carbon intensity is the emissions intensity generated by each of the underlying holdings of the portfolio, weighted by their size in the portfolio. It is expressed in metric tonnes of carbon dioxide equivalent emissions per US$1m of revenue.
We will show the weighted average carbon intensity of the portfolio and the MSCI ACWI.
Exposure to high ESG risk activities
We manage the exposure of the portfolio to companies that are involved in products and/or activities that we consider to be high ESG risk.
We will show the percentage of the portfolio invested in companies that:
- generate any revenue from the manufacture of controversial weapons
- generate any revenue from the manufacture of tobacco products
- generate more than 5% revenue from thermal coal production
- generate more than 5% revenue from unconventional oil and gas extraction.
UN Global Compact compliance
We manage the exposure of the portfolio to companies that are not compliant with the United Nations Global Compact (UNGC). The UNGC is a set of ten principles that seeks to provide a framework for corporate responsibility based on the values of human rights, labour rights, environmental protection, and anti-corruption.
We will show the percentage of the portfolio invested in companies that are not compliant with the UNGC.
ESG controversies
We manage the exposure of the portfolio to companies involved in high and severe controversies. For example, controversies related to the safety and quality of products, or the pollution of ground and waterways. A score of 4 (high) represents high stakeholder/environmental impact and a high level of financial materiality for the company, and a score of 5 (severe) represents the most severe stakeholder/environmental impact and most material financial risk.
We will show the percentage of the portfolio invested in companies with a controversy score of high or severe.
