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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) 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。




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.



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. 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。

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. 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)