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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) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。




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. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

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. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.5. 補足情報 [任意]

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