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PRI reporting framework 2019

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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]

The review of sustainability issues is part of the mandates of the portfolio managers. In addition the Advisory group on Sustainability address those issues in their meetings. The Sustainbility team works on a daily basis with different issues.

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.

          The service providers AP3 use have the resources to ensure that data and analysis is reliable and robust. The Council on Ethics also investigate.

09.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your integration strategy.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information.[Optional]

The managers have access to ESG Manager including Carbon Metrics, Bloomberg, Trucost, GES/Sustainalytics  data/information  is also used.  Other souces can be made available if asked for. Sustainability issues are expanding in the company research and are a natural part of the analysis.

Increasingly ESG issues are incorporated in external sell side analysis.

Companies increasingly also include sustainability issues in their meetings and presentations as a strategic and or risk point on the agenda.

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