This report shows public data only. Is this your organisation? If so, login here to view your full report.

Greentech Capital Advisors, LLC

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
Social
Corporate Governance

08.2. Additional information. [Optional]


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.

09.4. 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]


LEI 10. Aspects of analysis ESG information is integrated into

New selection options have been added to this indicator. Please review your prefilled responses carefully.

10.1. Indicate which aspects of investment analysis you integrate material ESG information into.

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

10.2a. Indicate which methods are part of your process to integrate ESG information into fair value/fundamental analysis and/or portfolio construction.

10.3. Describe how you integrate ESG information into portfolio weighting.

We manage high conviction, concentrated portfolios of companies that meet high standards across the E, S and G.  Companies that not only meet our ESG standards, but also present high adjusted risk / reward ratios over our holding period, often represent top 10 positions (as a percentage of AUM) in the portfolios and are sized accordingly. 

10.4a. Describe the methods you have used to adjust the income forecast / valuation tool

  • The teams focus on material factors that impact valuation and quantify them if possible. These conclusions are then incorporated into the valuation model (impact on growth, margins, cost of capital)
  • The teams run probability weighted scenario analysis or adjustments to discount rates (e.g. explicit corporate governance discount)

Proportion of actively managed listed equity exposed to investment analysis

10.2b. Indicate which methods are part of your process to integrate ESG information into fair value/fundamental analysis and/or portfolio construction.

10.4b. Describe the methods you have used to adjust the income forecast / valuation tool

  • The teams focus on material factors that impact valuation and quantify them if possible. These conclusions are then incorporated into the valuation model (impact on growth, margins, cost of capital)
  • The teams run probability weighted scenario analysis or adjustments to discount rates (e.g. explicit corporate governance discount)

10.5. Additional information.


Top