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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 » (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
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

The research and analysis of E, S and G risks are all part of the investment process for our listed equity investments, and the extent to which it influences investment decisions varies by strategy. Governance does form a larger part of the due diligence. 


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]

For all our equity exposure we receive ESG risk data from Sustainalytics. We have reviewed their methodology and are confident their research is comprehensive. They allow companies to give feedback and the information is updated as it is made publicly available. We approach this data critically and use it in conjunction with our own research and analysis.


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


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