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Devon Funds 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

Devon does not apply a standard Screening or Exclusions policy across all of our portfolios although specific mandates require certain company and sector eliminations to occur. Devon engage with MCSI and other third party providers to determine company and sector definitions.

Screened by

          We leverage off the International Norms and Conventions used by MSCI. Devon references the ESG standards from a range of sources in considering investment appropriateness.
        

Description

We leverage off the International Norms and Conventions used by MSCI.

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

Screens reflect client requests and are implemented in accordance with MSCI.


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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