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Veritas Investment Partners (UK) Ltd

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


As responsible investment is central to our investment process, none of our screens are used in isolation. They form a key and integral part of our qualitative and quantitive stock analysis. The aim of all our screening is to identify ESG risks and drivers of success which would affect the long-term sustainability of a business. As examples, some of the factors we consider are board culture and independence, diversity and remuneration, exposure to fossil fuel-intensive business practices, supply chain practices and corporate disclosure.

Screened by


Before an investment is made, companies are screened against the UN Global Compact Principles and the ILO Conventions to identify any areas of risk. Investment managers incorporate the results of these screens into the overall assessment of the company. Existing portfolio holdings are screened on a quarterly basis for ongoing compliance with these principles. 

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

Any changes to our investment process would be communicated to clients in person during meetings, or through our quarterly written communications. 

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)