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Fulcrum Asset Management LLP

PRI reporting framework 2019

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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

Across all internal listed equity Fulcrum screen for investments in companies related to tobacco, controversial weapons and predatory lending in accordance with agreed screening limits. 

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

The latest version of the screening criteria can be found in the Responsible Investment Policy. 


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]

We receive external data from Sustainalytics as well as MSCI which, together, produces the screening lists. The companies on these lists are updated and reviewed quarterly by the Responsible Investment Officer as well as Compliance. In addition, the companies on the lists are reviewed by the investment team, when relevant, to validate or challenge the screening analysis.


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


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