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Connor, Clark & Lunn Investment Management Ltd.

PRI reporting framework 2017

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities

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
47 %
Percentage of active listed equity to which no strategy is applied
53 %
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.

The fundamental equity team meets on a regular and frequent basis with the management of the companies that they follow. At these meetings, the portfolio managers ask various questions that assist in the research of the organization that they are reviewing and include questions on sustainability of the business, environmental impacts of the business, social implications of policies enacted by the business and other related questions. Their responses to these questions form part of the non-financial analysis of the company. To the extent that there is a likely financial implication over the investment time horizon of the strategy, the team will reflect this in their financial forecasts and valuation approach.

The quantitative equity team has conducted research that to date suggests there is no incremental predictive power for ESG measures within the time horizon used in their models, over and above the measures that are currently reflected. The team is committed to continuing in-house research in this field.

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 (Private)


LEI 05. Information from engagement and/or voting used in investment decision-making (Private)


(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 (Private)


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


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