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GQG Partners

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


We have certain accounts where we screen out companies considered to be Tobacco companies or those involved in cluster munitions.

Screened by


The screens are used against our investable universe for all our funds.

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

We do not proactively notify clients when changes are made to screening criteria. If a client were to inquire about the screening criteria, we would inform the client of changes. 

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.

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

05.5. Additional information. [Optional]

The screens are run on a quarterly basis and refreshed with updated ESG scores. 

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