This report shows public data only. Is this your organisation? If so, login here to view your full report.

C WorldWide Asset Management

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG factors

(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the proportion of actively managed listed equity portfolios where E, S and G factors are systematically researched as part of your investment analysis.

ESG issues

Proportion impacted by analysis
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

We believe that a strong ESG company profile typically, if not always starts with the "G" - i.e. Governance. Good corporate governance is typically anchored with good company managements. A good corporate governance foundation is the key steppingstone to a good ESG profile. In order for companies to improve their Social and Environmental agenda they require, first and foremost, a robust Governance framework.

ESG factors make a difference and we believe that there is no conflict between returns and sustainability. We believe that sustainable and responsible investments are drivers for higher, longer term returns at a lower risk. Understanding ESG information leads to a better understanding of a company's sustainability profile and ESG considerations can therefore be material in the investment decision making process.


LEI 09. Processes to ensure integration is based on robust analysis

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on robust analysis.

09.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your integration strategy.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information. [Optional]


LEI 10. Aspects of analysis ESG information is integrated into

New selection options have been added to this indicator. Please review your prefilled responses carefully.

10.1. Indicate which aspects of investment analysis you integrate material ESG information into.

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

10.2. Indicate which methods are part of your process to integrate ESG information into fair value/fundamental analysis.

10.4. Describe the methods you have used to adjust the income forecast/valuation tool.

We risk-adjust our discount rates in DCF models with ESG issues. Companies with a weaker ESG profile should trade at varying degrees of valuation discounts. Vice-versa, companies with stronger ESG profiles, are valued at a premium in our valuation forecast tools.

10.6. Additional information. [OPTIONAL]


Top