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Barrow, Hanley, Mewhinney & Strauss, LLC

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

BHMS has more than a 30-year track record in managing socially-responsible mandates for clients.  Across all of our investment strategies, we currently manage more than $5 billion in SRI related assets and we continue to manage “negative screened” portfolios to accommodate clients with specific restrictions and guidelines.

Screened by

Description

Our ESG Value Equity strategies screen names based on our traditional valuation factors, ESG scores, and ESG momentum. 

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

Negative screened portfolios are established to accommodate client specific restrictions and guidelines. Client investment objectives and guidelines are monitored on an ongoing basis, including annual reviews, as detailed in the our Investment Management policy. Changes are made upon notification from the client.

 


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.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]


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


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