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Resolution Capital Limited

PRI reporting framework 2019

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

A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

We seek to avoid investing in companies with poor governance and this manifests in our avoidance of externally advised structure where management teams are often incentivised to grow assets for higher fee revenues rather than improved returns for shareholders.

スクリーニング実行者

説明

Our portfolio is heavily skewed towards companies with strong ESG credentials. 

For example, our concentrated portfolio owns the top 4 companies in GRESB's latest survey (FTSE Developed Index constituents only). 

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

RCL's investment philosophy has not changed. ESG considerations are an integral part of RCL’s investment philosophy. Our process is focuses on identifying and exploiting companies which have the following three key attributes:

  • High barrier property markets where landlords have the best potential for long term pricing power;
  • Strong balance sheets which can successfully withstand and exploit market cycles; and
  • Management teams with skill, discipline and alignment.

We don’t invest in companies with poor governance, unless that’s the only way to get exposure to the underlying real estate sector. Our portfolio heavily skewed towards companies with strong ESG credentials. 

Our quarterly commentary indicates changes in the portfolio, as well as the rationale for such moves. We identify and report adverse changes in corporate governance – both in structure and in policy – when they occur.

We also maintain current versions of our RI policy on our website.


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

05.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]

GRESB data is released once a year. 

We update in-house ESG data on a continued basis.


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


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