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Adelphi Capital LLP

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]

Enviromental - The strategy routinely avoids highly commoditised industries. That said, the Firm will be developing our approach to how we capture Environmental data from companies and how we can integrate this into our current process in order to enhance position risk management and returns, where applicable.

Social - Social issues are something we intrisically incorporate into our consideration of a company's long-term success. 

Corporate Governance - We have long been responsible asset owners and have a record of engaging with boards where we deem our participation effective and appropriate. 


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]

We have/will develop a policy, procedures and programmes to assist the analysis, monitoring and development of relevant ESG considerations throughout its investment process. We seek to monitor our portfolio exposure as follows:

  1. Weekly meetings in which the Risk Manager reports on any 'top-down' ESG considerations and changes in ESG scores for our portfolio companies.
  2. Annual reviews between the co-PMs and analysts.
  3. Annual ESG broker training to develop a toolkit for analysts to conduct ESG research.
  4. Ad-hoc meetings and position inception meetings where analysts present a stock case to the co-PMs.
  5. Firm-wide ESG issues shall be discussed at Partnership Committee meetings, and those risk reviews collated by the head of Compliance shall include a section on ESG matters - so any “high” ESG risks/issues (at both a 'firm' and 'investment' level) would be captured. The risk reviews for the assets are reported to the Board on an annual basis and any urgent issues are reported to the Board on an ad hoc basis.
  6. An ESG task force will ensure that this implementation process, as well as third party service providers, remains relevant and is in line with ESG best practise. 

LEI 10. Aspects of analysis ESG information is integrated into (Private)


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