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Meago (Pty)Ltd

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes

Implementation processes

LEI 01. Percentage of each incorporation strategy

01.1. Indicate which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities; and the breakdown of your actively managed listed equities by strategy or combination of strategies.

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
100 %
Total actively managed listed equities 100%

01.2. Describe your organisation’s approach to ESG incorporation and the reasons for choosing the particular strategy/strategies.

The screening of  ESG factors is largely conducted through the in house materiality table. The table will highlight the risk that we think pose a significant ESG risk and the serenity of that particular ESG risk. 

The results of the materiality table are factored into the exit yield of the identified company, thereby impacting final valuations and consequently the ultimate buy / sell decision.

The Meago investment analysts are responsible for the the inputs in the in house materiality table and the portfolio managers are responsible for adjusting the exit yields of the individual companies. 

01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


(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

Meago uses best in class screening. We screens and score companies based on their ESG specific factors relative to their industry peers and based on this comparative evaluation process identified ESG specific factors are then incorporated into the qualitative assessments of the Meago exit yields per stock to ensure that the our ESG Integration strategy reconciles to our ESG Objectives.

Screened by

Description

Meago uses best in class screening. We screens and score companies based on their ESG specific factors relative to their industry peers and based on this comparative evaluation process identified ESG specific factors are then incorporated into the qualitative assessments of the Meago exit yields per stock to ensure that the our ESG Integration strategy reconciles to our ESG Objectives.

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

Meago will inform clients our screening criteria, tools and any changes to our screening criteria on an adhoc basis. 


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.

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

05.5. Additional information. [Optional]


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


(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]


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.

09.4. 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 (Private)


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