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Taurus Funds Management Pty Limited

PRI reporting framework 2018

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。




We seek to invest in mining and metals companies developing projects around the world.  We exclude certain commodity groups and countries where we feel political risks are unacceptable. We also exclude opportunities where we feel the management of ESG matters would not be adequately addressed.

Undertaken responsibly, mining investment can contribute to poverty reduction and sustainable development at the community level. Mining can be a positive influence, providing employment and infrastructure and supporting community development such as education and healthcare programs.

We invest in companies that are developing mining projects, often in remote locations in emerging market nations, and so we must carefully assess, monitor and manage the impact on local communities and environments and ensure that these projects are developed in accordance with responsible investment principles. Where we identify fatal flaws in an investment opportunity resulting from ESG issues then we will decline to invest even if the investment returns appear promising. It is critical to incorporate an analysis of such factors into our investment selection approach.

04.2. スクリーニング基準の設定方法、基準の見直し頻度、基準の変更を顧客や受益者に通知する方法について説明してください。

Screening criteria are generally disclosed in detail in fund documentation. Changes to these require supermajority investor approval. In addition, we apply our Board-approved ESG policy to the screening of opportunities.

LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.5. 補足情報 [任意]

LEI 06. Processes to ensure fund criteria are not breached (Not Completed)