Alignment of portfolios to meet non-financial objectives is an increasingly important consideration in portfolio construction. Investors still need to focus on income, growth or capital preservation – but a second layer of objectives is the ambition to enjoy those financial rewards in a world that can physically sustain the standards of living we demand. There are a growing number of techniques available to do that. Exclusion is one means to the end, but this can be sector/industry based or use a best-in-class approach. Engagement is important as invest...