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KBC Asset Management NV

PRI reporting framework 2019

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes

Implementation processes

LEI 01. Percentage of each incorporation strategy

01.1. Indicate (1) which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities and (2) the breakdown of your actively managed listed equities by strategy or combination of strategies (+/- 5%)

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied
95 %
Percentage of active listed equity to which the strategy is applied
5 %
Percentage of active listed equity to which the strategy is applied (+/- 5%)
0 %
Total actively managed listed equities 100%

01.2. Describe your organisation’s approach to incorporation and the reasons for choosing the particular ESG incorporation strategy/strategies.

For all our funds we apply both exclusions and norms based screening.

We offer 3 strategies within sustainable investments: Themed funds, Best-in-class funds and Impact Investing.

01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


(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

For all funds we use exclusion (of controversial weapons, agro crops and livestock and controversial countries) and norms based screening (exclusion of UN Global Compact worst offenders)

For our sustainable funds we exclude moreover all weapons, tobacco, gambling, fur and speciality leather, adult entertainment, fossil fuels.

Screened by

Description

BIC company screening (best 40% based on >100 indicators) and BIC countries screening (best 50% based on 15 indicators of Developed markets, best 25% based on 14 indicators of Emerging markets).

Screened by

Description

For all our funds worst offenders of the UN GC principles are excluded. For SRI funds, all companies with any controversy 4 or 5 (scale 0-5, 5 is worst, database Sustainalytics) are excluded + non-compliant companies according to Sustainalytics  

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

Screening criteria are established in consultation with our independent SRI Advisory Board. The criteria can be reviewed every quarter, as the Board comes together. The universes are completely updated once a year, with an interim update of  UN Global Compact and Blacklist Controversial Weapons every 6 months and ad hoc updates if necessary (new criteria or ad hoc exclusions). Our methodology is published on our website.

 


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.

05.4. 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)


(B) Implementation: Thematic

LEI 07. Types of sustainability thematic funds/mandates

07.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

07.2. Describe your organisation’s processes relating to sustainability themed funds. [Optional]

The themes and the companies allowed are decided in consultation with our external SRI Advisory Board. Companies are obliged to have at least 50% of their activities within the theme or have to be market leader with at least 10% of activities within the theme. These funds have moreover to comply with the strict exclusion criteria.


(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
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]


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.

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

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

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

09.6. Additional information.[Optional]


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


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