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C WorldWide Asset Management

PRI reporting framework 2020

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

The C Worldwide Global Equities Ethical fund applies negative screening for weapons, tobacco, alcohol, adult entertainment, gambling, and thermal coal, oil and gas in combination with norm-based screening.

Screened by

Description

The norm-based screening is applied to all listed equities held across our portfolios.

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

When changes are made to screening criteria, formal documents would be updated and distributed to relevant clients as well as being made publicly available via e.g. prospectus and website.

 


LEI 05. Processes to ensure screening is based on robust analysis

05.1. Indicate which processes your organisation uses to ensure ESG 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.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]

The norm-based screening process is ARISTA quality certified.


LEI 06. Processes to ensure fund criteria are not breached

06.1. Indicate which processes your organisation uses to ensure fund criteria are not breached.

06.2. If breaches of fund screening criteria are identified, describe the process followed to correct those breaches.

The C WorldWide Global Equites Ethical fund will divest, if stocks are found not to meet the screening criteria.

For the remaining listed equities, engagement is conducted if the screening process has identified a violation of international norms and conventions. The controversies or norm breaches are continuously considered and re-assessed. If this ongoing engagement does not result in any improvement with the specific company, we would most likely disinvest.

06.3. Additional information. [Optional]


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