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Metzler Asset Management GmbH

PRI reporting framework 2017

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

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
100 %
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.

For all equity investments, exclusionary screening is applied based on 120 international norms and conventions. The data stems mostly from MSCI ESG Research. In cases of “very severe controversies”, i.e. serious infringements of these standards, companies are excluded from our investment universe. Upon client request, we also take other aspects into account in the investment process, such as conclusions drawn from data provided by oekom research.

ESG integration is a specific strategy for more sustainable investments aimed at improving fund performance by integrating sustainability aspects into the traditional investment analysis process.

For example, we evaluate the economic impact of the following aspects on a company’s business success:

  • ESG scores issued by MSCI ESG Research
  • Sector-specific key performance indicators (KPIs)
  • ESG aspects of company business models.

 

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)


(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

Upon client request, we apply negative/exclusionary screenings in the investment process, such as conclusions drawn from data provided by MSCI ESG Research or oekom research.

Screened by

Description

Upon client request, we also take best-in-class screenings into account in the investment process.

Screened by

Description

For all equity investments, exclusionary screening is applied based on 120 international norms and conventions. The data stems mostly from MSCI ESG Research. In cases of “very severe controversies,” i.e. serious infringements of these standards, companies are excluded from our investment universe.

 

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 MSCI ESG Research or oekom research, particulary depending on client requirements.

The screening criteria are continously monitored and depending on the significance of the changes we inform our clients either immediately or within our investment committees.


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]

MSCI ESG Research data and ratings are used in the construction. The MSCI global team of 140 experienced research analysts assesses thousands of data points across 34 ESG issues, focusing on the intersection between a company’s core business and the industry issues that can create significant financial risks and opportunities for the company. Companies are rated on a AAA-CCC scale relative to the standards and performance of their industry peers.

oekom research’s Corporate Ratings are based on a scientifically developed list of approx. 400 criteria. Intensive dialogue with companies and with independent sources, such as environmental and consumer associations, human rights organisations and anti-corruption initiatives, forms an important part of oekom's rating processes.


LEI 08. Processes to ensure fund criteria are not breached (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]

Our systematic reviews are based on ESG data provided by MSCI ESG Research for 179 sub-industries.


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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