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Morphic Asset 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


See earlier description of negative and positive screen in section LEI 01.2.

Screened by


See earlier description of negative and positive screen in section LEI 01.2.

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

The screening criteria were established in consultation with clients at the launch of the business. Ongoing engagement with clients enables changes in values/views to be reflected in the screening process and any such changes will be reported to all stakeholders via an amended RI Policy document and other relevant content such as commentary in regular client reporting and blogs.


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.

          Excluded stocks are screened using the Bloomberg platform and implementing the GICS classification. For external assurance purposes the screening method is fully documented.

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]

Every new addition to our portfolio is subject to an ESG analysis.

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