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Central Finance Board of the Methodist Church / Epworth Investment Management

PRI reporting framework 2018

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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 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

We exclude stocks for a variety of reasons, sometimes relating to the product/activity a company is involved in, sometimes (though rarely) owing to geographic exposure. 
 

Screened by

Description

In extractive industries we screen companies which have increased their exposure to renewables and have a strategy in place to address the transition to a low carbon economy, in addition to the range of ESG issues.  With respect to social practices we require companies to have best-in-class environmental, human rights, safety records and policies.

04.2. 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 list of exclusions is regularly reviewed by an external body (the Joint Advisory Committee on the Ethics of Investment), which meets 4 times a year and advises on exclusion criteria as well as on individual cases in whch exclusion is a possibility.  Policies are reviewed and approved by the CFB Council and Epworth Boards, which meet 6 times a year.  Responsible investment is a major agenda item at every meeting.  

When the criteria change, clients are informed through our quarterly SRI briefing which forms part of their normal quarterly reporting.
 


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

05.1. Indicate which processes your organisation uses to ensure screening is based on robust analysis.

05.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your ESG screening strategy.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]


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


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