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Principal Global Investors

PRI reporting framework 2018

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(B) Implementation: Thematic

LEI 07. Types of sustainability thematic funds/mandates

07.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

07.2. Describe your organisation’s processes relating to sustainability themed funds. [Optional]

The Socially themed funds Screening plus Integration strategy, is applied for those clients that have requested to exclude specific industries that do not align with their particular philosophy. The stock selection process that incorporates ESG issues within our investment process as part of the fundamental research by our analysts remains consistent with other clients. Negative screening is then applied to ensure the portfolio is compliant with client guidelines. Multiple applications of ESG factors are reviewed as part of the qualitative research across all actively managed fundamentally influenced funds and are then applied in varying capacities by the PM and/or the Analyst.

We also have the capability to offer a sustainability-focused proxy voting policy if a client wished to customize their proxy policy according to a sustainability theme offered by our service provider.


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