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Comgest

PRI reporting framework 2018

You are in Direct - Listed Equity Incorporation » Outputs and outcomes

成果および結果

LEI 12. How ESG incorporation has influenced portfolio composition

12.1. 組織のESG組み入れ戦略がポートフォリオや投資ユニバースの構成にどういう影響を与えているかを記載してください。

最初の投資ユニバースの削減またはその他の効果について説明してください

Our screening consists in establishing a list of exclusions that take place before determining investment universes. Besides, our quality growth investment philosophy is very selective and results in a number of portfolio candidates that is a fraction of the benchmarks to which we compare our funds performances.

削減率を明記してください(+/- 5%)

90 %

ESG統合後の効果を記載してください。

12.2. 補足情報 [任意]

Our very selective initial quality-based screening results in the exclusion of around 90% of the investment universe, depending on the strategy. More or less 50% of quality criteria are related to ESG matters. As a result of Comgest’s integrated investment process, it has been observed for many years that companies in banking, energy, materials, mining, utilities, defense, tobacco and airlines industries are usually absent from or significantly underweighted in our portfolios.


LEI 13. Measurement of financial and ESG outcomes of ESG incorporation

13.1. 上場株式への責任投資アプローチがポートフォリオ(財務業績やESGパフォーマンス)に及ぼす影響を測定しているかどうかを記載してください。

a)ファンドの評判

以下への影響を説明してください: 
影響を説明してください: 
どの戦略を分析しましたか?
Funds' reputation

どの戦略を分析しましたか?

c)ファンドの財務業績: リスク

以下への影響を説明してください: 
影響を説明してください:​
どの戦略を分析しましたか?
Funds' financial performance: risk
以下への影響を説明してください: 
影響を説明してください:​
どの戦略を分析しましたか?
Funds' ESG performance

13.2. こうした結果を決定する方法について説明してください。

Reputation: we had new clients with high ESG expectations

Risk: we avoided companies having low ESG quality and facing high financial risks

ESG performance: our portfolio average ESG score is above the average ESG score of its benchmark


LEI 14. Examples of ESG issues that affected your investment view / performance

14.1. 組織の投資見解や報告年度のパフォーマンスに影響を与えたESG問題の例を挙げてください。

ESG問題および説明

One of our investee companies was involded in a highly controversial project that potentially would have disastrous impact on the environment.

投資決定やパフォーマンスへの影響

Considering this environmental issue as well as other financial and non-finacial issues, we decided to divest from this company.

14.2. 補足情報 [任意]


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