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Martin Currie Investment Management

PRI reporting framework 2018

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG issues

(C) Implementation: Integration of ESG issues

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate which ESG factors you systematically research as part of your investment analysis and the proportion of actively managed listed equity portfolios that is impacted by this analysis.

ESG issues

Proportion impacted by analysis
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

Because responsible investment forms a key part of our investment process we will systematically consider those ESG factors that we believe could have a material impact on the ability of a company to generate sustainable returns. These factors are essentially those that can have a material impact on a company's cash flows, balance sheet, reputation and ultimately, corporate value and may be environmental, social or governance issues. We believe that governance is the key starting point in this analysis as this sets the framework for accountability, for how decisions are made and sets the tone for the corporate culture.  We set out our governance framework in our Global Corporate Governance Principles.  We have also established industry frameworks that provide guidance on the material sustainability factors to consider when looking at each industry, reflecting the wide variation in what may be material and relevant across different industries.


LEI 09. Processes to ensure integration is based on robust analysis

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on a robust analysis.

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

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information.[Optional]

Our ESG external research is obtained from a range of resources including specialist and general providers. These providers are regularly reviewed with a focus on the quality, coverage, timeliness and accuracy of the reports produced.

Our extensive engagement with companies also allows us to identify, discuss and verify relevant material data - this is integrated into our own research.

All analysts producing stock research are required to consider the material and relevant governance, social and environmental factors that could impact the ability of the company to generate sustainable returns. These factors are recorded in a standard dedicated section of our bespoke stock analysis template. This includes a specific section requiring an explanation on how these factors have been incorporated into the analysis.

For stocks held in portfolios these are updated at least annually.

All the investment team are able to access data and reports provided by our external research suppliers.
We have established a research portal at Martin Currie. All our research, which includes specific commentary on ESG factors that may affect a company, will be published on this portal ensuring that it is readily available to the wider organisation.


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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