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SPOV (Delisted)

PRI reporting framework 2019

Export Public Responses

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]

An ESG analysis is integrated in financial analysis. The focus is on SASB materiality ESG risk. In addition, Corporate Governance aspects are always included in the ESG analysis. The analysis also looks at controversies and reputational risk. Ultimately, all elements covered under ESG are included. 

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.

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

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]

Once a month there is a meeting between responsible investment staff and the investment team at SPF Beheer. However, because the portfoliomanager SRI, portfoliomanagers equity, and analysts sit together at one desk, interaction is much more frequent. Analysts and portfoliomanagers write the RI reports on the companies that are eligible for investment. On the other hand, the portfoliomanager SRI also writes financial reports. This to promote a better exchange of knowledge on the companies in the portfolio. The focus for everyone, however, will remain on his/hers primairy tasks (i.e. the portfoliomanager ESG will remain responsible for ESG-related aspects in the portfolio).

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