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1919 Investment Counsel

PRI reporting framework 2017

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(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

Corporate governance screens applied broadly - board structure, management actions (e.g., executive compensation), business practices, shareholder rights, corporate culture, transparency.

Other specifics influenced by client preferences.

Screened by

Description

Corporate governance screens applied broadly - board structure, management actions (e.g., executive compensation), business practices, shareholder rights, corporate culture, transparency.

Other specifics influenced by client preferences.

Screened by

Description

Corporate support of and adherence to various norms influences overall assessment when it is consistent with client specific preferences.

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.

Screening criteria are established based on discussions with each client.  Criteria are reviewed at periodic client meetings which vary in frequency.


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

08.1. Indicate which processes your organisation uses to ensure fund criteria are not breached

08.2. If breaches of fund screening criteria are identified - describe the process followed to correct those breaches.

08.3. Additional information.[Optional]


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