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Talaria Asset Management

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

Description

Negative screens by Sector/Product include:

Companies principally engaged in the manufacture and sale of tobacco. We believe the increasing focus on the externalities associated with tobacco companies (e.g. higher healthcare costs, organised crime) reduces the sustainability of earnings.

Companies principally engaged in the manufacture and sale of armaments or pornography.

Emerging Markets

We do not invest in companies head quartered in Emerging Market countries unless they have an ADR or GDR listed on a recognised Developed Market exchange such as New York or London. This is to provide an additional layer of disclosure around listing requirements and compliance.

 

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

Screening criteria are developed by the CIO in conjunction with the investment team. They are reviewed annually and any major change to our exclusionary screen is notified to underlying clients as part of our regular discussions with their representatives or external consultants. 


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.

05.5. Additional information. [Optional]


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


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