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CAPITAL EXPORT

PRI reporting framework 2019

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities

ESG incorporation in actively managed listed equities

Implementation processes

LEI 01. Percentage of each incorporation strategy

01.1. Indicate (1) which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities and (2) the breakdown of your actively managed listed equities by strategy or combination of strategies (+/- 5%)

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied
100 %
Total actively managed listed equities 200%

01.2. Describe your organisation’s approach to incorporation and the reasons for choosing the particular ESG incorporation strategy/strategies.

We conduct exclusionary screening, we exclude activities deemed unacceptable regarding our Charter.

In 2019, we will move towards more ESG integration with systematic inclusion of ESG factors in par with traditional financial analysis.

01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 02. Type of ESG information used in investment decision (Not Completed)


LEI 03. Information from engagement and/or voting used in investment decision-making (Not Completed)


(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

Capital Export views the following behaviors as unethical and therefore disqualifying: (i) criminal and/or dehumanizing activities; (ii) the commodification of humans and their bodies; (iii) genetic manipulation of the human body for non-therapeutic purposes.

And particularly in the financial field: (i) purely venal speculation and an exclusive focus on short-term profits; (ii) excessive reliance on debt; (iii) investment periods and performance objectives that are disconnected from social, ecological, and economic realities; (iv) disproportionate remuneration as compared to salaries in the real economy; (v) excessively complex legal and financial arrangements; (vi) the use of shell companies and legal mechanisms to avoid the responsibilities inherent in economic and financial activities; (vii) a failure to notify Capital Export of behaviors that are incompatible with the ethical principles and objectives described above.

We have extra attention for GAFI-listed countries.

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

NA


LEI 05. Processes to ensure screening is based on robust analysis

05.1. Indicate which processes your organisation uses to ensure screening is based on robust analysis.

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

05.5. Additional information. [Optional]


LEI 06. Processes to ensure fund criteria are not breached (Not Completed)


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