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Ashmore Group plc

PRI reporting framework 2020

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

C) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. E・S・Gの各要因が投資分析の一環として体系的に調査されている、アクティブ運用の上場株式ポートフォリオの割合を記載してください。

ESG問題

影響を受ける割合
E(環境)

E(環境)

S(社会)

S(社会)

コーポレートガバナンス

コーポレートガバナンス

08.2. 補足情報 [任意]

Portfolio managers / analysts score each issuer by: 1/ the issuer’s current level of performance against global best ESG practice and 2/ the quality of their policies and initiatives designed to improve their ESG performance. The issuer is scored for each of the six questions on a scale of 1 – 5 (very poor to very good). The portfolio manager / analyst explicitly records their view in a dedicated ESG section in a standardised Investment Thesis Report. Their comments are structured around the six questions and conclude with a total ESG score.

Portfolio managers / analysts systematically assess a range of environmental, social and governance factors to form a view on a company’s ESG risks, opportunities and performance. The relevance and materiality of each of these factors varies depending on the company, sector and geography. The ESG risk / opportunity is incorporated through financial estimates and valuation, for example it may mean applying a discount/premium to its fair value. Taken in combination with other portfolio construction drivers, including our overall level of conviction, investment time horizon, liquidity considerations and the investable universe, ESG will directly impact our investment in a stock and its position sizing in the portfolio.


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

09.1. ESG統合が徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを記載してください。

09.2. 組織の統合戦略の一環で包括的ESG調査の対象になるアクティブ運用上場株式の割合を記載してください。

09.4. ESG統合戦略に使われる組織内調査を見直す頻度を示してください。

09.5. ポートフォリオ・マネージャーがどのようにしてESG情報を保有し、使っているのか説明してください。

09.6. 補足情報 [任意]

In keeping with our process, the Investment Thesis Report is challenged and the ESG score agreed at the relevant theme sub-Investment Committee. The report provides the basis for our final view on a stock and our level of conviction. Portfolio managers/analysts review ESG issuer scores annually at a minimum. The review is conducted at the respective sub-Investment Committee. Additional ESG reviews are triggered on an event-led basis and are led by the portfolio manager/analyst. The quality and consistency of ESG scoring across all portfolios is reviewed on a quarterly basis by the Head of Sustainability and ESG Integration.


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


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