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EDM

PRI reporting framework 2017

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ESG incorporation in actively managed listed equities

Implementation processes

LEI 03. Percentage of each incorporation strategy

New selection options have been added to this indicator. Please review your prefilled responses carefully.

03.1. Indicate (1) which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities and (2) the breakdown of your actively managed listed equities by strategy or combination of strategies (+/- 5%)

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied
70 %
Percentage of active listed equity to which the strategy is applied
30 %
Total actively managed listed equities 100%

03.2. Describe your organisation’s approach to incorporation and the reasons for choosing the particular ESG incorporation strategy/strategies.

Based on the definitions provided for this section of the questionnaire, we have responded with both "screening" and "integrated". EDM takes a risk-based approach to ESG evaluation. Across all of its strategies the firm examines and weighs environmental, social  and governance challenges which can create undue risk to investor capital.

03.3. Where assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 04. Type of ESG information used in investment decision (Not Completed)


LEI 05. Information from engagement and/or voting used in investment decision-making (Not Completed)


(A) Implementation: Screening

LEI 06. Types of screening applied

06.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

Following its commitment to responsible investment and the integration of Environmental, Social and Governance (ESG) factors, EDM has adopted a policy that exclude companies deriving their main revenues from controversial weapons, pornography and gambling. 

Exclusions on a case-by-case basis:

EDM’s responsible investment policy does not make any a priori exclusions ahead of the definition of investment universes.

EDM’s selection process makes it unlikely that a company whose practices are doubtful in certain regards can satisfy the required standards of quality, visibility and sustainability.

 

06.2. Describe how the screening criteria are established, how often the criteria are reviewed and how you notify clients and/or beneficiaries when changes are made.

New incorporations in the investment universe will be discussed on a case-by-case basis in the investment team meetings. EDM also recognizes the right of clients with whom we have a dedicated mandate to exclude on a priori basis any investment in which they would refuse to be involved. EDM is always ready to consider a solution for clients that will respond to their requirements in this area.

 


LEI 07. Processes to ensure screening is based on robust analysis

07.1. Indicate which processes your organisation uses to ensure screening is based on robust analysis.

07.2. Additional information. [Optional]


LEI 08. Processes to ensure fund criteria are not breached (Not Completed)


(C) Implementation: Integration of ESG issues

LEI 10. Review ESG issues while researching companies/sectors

10.1. Indicate if E, S and G issues are reviewed while researching companies and/or sectors in active strategies.

ESG issues

Coverage/extent of review on these issues

Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

10.2. Additional information. [Optional]


LEI 11. Processes to ensure integration is based on robust analysis (Not Completed)


LEI 12. Aspects of analysis ESG information is integrated into (Private)


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