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Yarra Capital Management

PRI reporting framework 2019

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(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

Our strategies can screen by stocks and/or sector at our clients' request.

Currently, we manage several separate mandates across two different strategies:

  • A strategy which invests in the S&P/ASX 100 and screens on a stock-by-stock basis
  • Socially Responsible Income Strategies focused on after-tax returns for a tax-advantaged investor, which excludes companies across the Alcohol, Gaming, Tobacco, Armaments & Pornographic Industries.

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

Screening criteria and revisions are driven by clients and established on a client-by-client basis.


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.

          Companies are screened based on the sector and industries in which they operate and/or according to specific client requests.
        

05.5. Additional information. [Optional]


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


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