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Longview Partners

PRI reporting framework 2017

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG issues

(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]

Environmental

Our consideration of Environmental factors is ingrained in our analysis of long term growth and stability, analysed during discussions on Quality.  Our Research Team has done considerable work on energy demand, as well as the sources of energy production.  Whilst we are unlikely to own energy and coal mining stocks, from a philosophical perspective, our research also uncovered implications for a number of businesses in the utilities, industrial and consumer space.  

Social

One area we have specifically avoided exposure to, is the specialty drug industry.  These companies have been growing earnings through substantial price increases, which are now coming to an end.  As one would expect, in our opinion, buyers and regulators have moved against such companies indulging in aggressive price action to grow earnings.  

We manage a number of client mandates with specific restrictions, relating to social matters that they choose to exclude.

Governance

Governance issues are considered within our Quality rating.  The key element of this analysis is the company‚Äôs treatment of shareholders and its use of capital.   


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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