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Legal & General Investment Management (Holdings)

PRI reporting framework 2018

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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]

E,S&G factors are all systematically researched as part of fundamental investment analysis. ESG criteria forms part of the evaluation of equity investment risks&opportunities. The relevance and impact of each will vary depending on company, industry sector and geographical footprint, as well as the type of instrument and intended holding period. As such, integration of ESG criteria in the investment process is based on consolidated views of the relevance of these criteria at country, sector and issuer level, with judgement of its implications left to the portfolio manager.

LGIM's ESG proprietary scoring tool is used as a starting point to assess ESG risks across the investment universe. To objectively assess ESG performance relative to sector peers, it incorporates external data and analysis from six different sources. Each ESG category is broken down into relevant subcategories, each weighted according to potential to impact company performance. The overall score for a company's ESG performance is an aggregation of the weighted scores for each subcategory

The score supplements fundamental analysis, analysts use the score as a flagging mechanism to highlight areas of ESG risk and performance that may need further investigation. The score is available on the equity analysts and PMs' Bloomberg platform.


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


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


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