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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) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. 投資分析の一部として体系的に調査するESG要因と、この分析の影響を受けるアクティブ戦略の上場株式ポートフォリオの割合を記載してください。






Corporate Governance


08.2. 補足情報 [任意]

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. ESG統合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記載してください。

09.2. 組織の統合戦略の一環で包括的ESG調査の対象になるアクティブ運用上場株式の割合を記載してください。

09.3. ESG統合戦略に使われる第三者のESG評価が更新される頻度を示してください。

09.4. ESG統合戦略に使われる組織内調査を見直す頻度を示してください。

09.5. ポートフォリオマネージャーがどのようにESG情報を保管・使用しているかについて説明してください。

09.6. 補足情報 [任意]

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)