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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 » (C) Implementation: Integration of ESG factors

(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the 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




Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

ESG principles are considered for both the qualitative and quantitative phases of our investment process, including through extensive company and industry due-diligence, our valuation framework where non-threshold ESG issues are identified, and through ongoing active engagement with companies. These principles are considered for every stock we invest in. As a result, all our equity portfolios are impacted by our ESG analysis.

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]

We systematically identify and assess ESG issues at both the stock level (as an input into our valuation work and a component of our one-page investment thesis) and at a sector and industry level (where we assess relevant ESG themes and their impact).

One-page investment theses are produced for all companies we hold, which we believe is an effective tool to monitor ESG issues.

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