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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes
ESG incorporation strategy (select all that apply)
Client specific preferences influence the particular ESG incorporation strategy.
Type of screening
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.
Corporate support of and adherence to various norms influences overall assessment when it is consistent with client specific preferences.
Screening criteria are established based on discussions with each client. Criteria are reviewed at periodic client meetings which vary in frequency.
Coverage/extent of review on these issues
Client-specific ESG guidelines determine which equities are held in their portfolios; RI staff determines an equity to be appropriate or inappropriate based on screening.