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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes
While we do not explicitly consider ESG factors in our valuation or risk process at this time, we can (and do) incorporate client-directed exclusionary screens. Our perspective on risk and portfolio management minimizes the variance of these portfolios relative to similarly managed portfolios. Further, our universe breadth provides attractive alternatives with similar risk and alpha prospects. While the types (and lists) of restrictions are directed by the client, they are almost entirely ESG-related.
As of year end, our clients had us implement exclusionary screens across several principles, including USCCB, Tobacco, Controversial Weapons/Guns, Thermal Coal, Private Prisions, MacBride Principles, and Sudan.
Clients notify us of their desired exposure when developing investment guidelines. While the types of restrictions we implement are directed by the client, they are almost entirely ESG-related. Clients typically provide their own list, or we can provide assistance. To oversee this process, we use third-party compliance-management systems, along with an internally built system.