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Treehouse Investments, LLC

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


We do not invest in fossil fuel extraction companies, or in companies operating in countries in contravention of UN sanctions.  We also avoid investing in companies with poorly defined or implemented environmental and social practices, as evaluated on the EIRIS platform.

Screened by


We invest in companies that score highest in their sector, and prioritarily in sectors such as renewable energy that have a net positive sustainability impact.  We also invest in companies with clearly articulated and implemented environmental and social practices.

Screened by


We weigh compliance with minimum standards particularly highly in our screening of potential and current investments, based on information available through the EIRIS platform.

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.

The screening criteria are established by consensus in discussions in the investment committee.   They are reviewed annually.  The beneficiaries are notified when changes are made.

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)