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EDM

PRI reporting framework 2020

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You are in Indirect – Manager Selection, Appointment and Monitoring » Outputs and outcomes

Outputs and outcomes

SAM 08. Percentage of externally managed assets managed by PRI signatories (Private)


SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. Provide examples of how ESG issues have been addressed in the manager selection, appointment and/or monitoring process for your organisation during the reporting year.

Topic or issue
          ESG research before entering a new company into EDM's investment universe
        
Conducted by
Asset class
Scope and process

Portfolio managers and financial analysts must include in its preview/presentation the internal ESG factors that need to be analysed and the EDM's score in order to make a comparison to Sustainallytics.

If we do not have all the information required in the annual report, it is fundamentaly necessary to establish engagement. 

During the presentation of that new company, ESG data will be discused in order to identify risks and opportunities.

 

Outcomes

The investment team knows the strengths and weaknesses of each company of portfolio in order to monitor ESG profile.

Topic or issue
          For companies in the investment universe
        
Conducted by
Asset class
Scope and process

To monitor ESG profile and any change in quality

Outcomes

To identify high risk stocks according to our internal criteria 

09.2. Additional information.


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