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PRI reporting framework 2018

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

Implementation processes

LEI 01. Percentage of each incorporation strategy

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. 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 no strategy is applied
100 %
Total actively managed listed equities 100%

01.2. Describe your organisation’s approach to incorporation and the reasons for choosing the particular ESG incorporation strategy/strategies.

We are particularly sensitive to any issues in a business that may impact financial performance. In this regard, Zadig’s investment professionals incorporate the governance of a company, its social behaviour, and its environmental impact in their fundamental analysis, as well as their view of the impact of these issues on the valuation of a company. 

Zadig’s analysts generally document the basis of their investment recommendations in a monthly report. This report typically covers a range of factors, and may include views on the potential impact of ESG issues, where relevant, along with views on the drivers of company returns. While a Portfolio Manager/Analyst is never prohibited from purchasing or holding a position due to an ESG issue, consideration of these issues is made part of the investment decision. 

01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]

LEI 02. Type of ESG information used in investment decision (Not Applicable)

LEI 03. Information from engagement and/or voting used in investment decision-making (Not Applicable)