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

Triasima Portfolio Management Inc.

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(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

The all country world and Canadian ex-fossil equity strategies consists of investing in securities of companies from developed and emerging countries. These strategies do not invest in securities of issuers with fossil fuel reserves and that use coal for energy production.

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

In the past, we have had a dialogue with the clients.


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.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.5. Additional information. [Optional]


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


Top