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Kagiso Asset Management

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




Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

We have sector specific ESG scorecards and as such metrics for E and S differ as certain sectors would have different Environmental and Social intensities. Our scorecards are populated from reported data by companies and as such promote disclosure and performance monotoring on those metrics. We believe this is a superior method to modify behaviour and better disclosure practices on ESG issues.

Our Governance scorecard is universal across all sectors as corporate governance best practice is promoted across all sectors.

Our scorecards are updated annually as companies report and a detailed ESG report on the results of the scorecard and investee company performance over time and against peers are compiled by the covering analyst and updated, no investment recommendation is made without considering ESG issues.

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 an automated proxy voting process with all details easily accessible to the entire investment team and this is quite useful for comparisons over time and to monitor effectiveness on engagment with companies on various issues related to proxy voting. We will be working to put our ESG voting record on our website over the next year and make it available to the public and current and potential clients.

Our ESG analytical tool is available to all relevant staff and all record are kept on our database.

We also developed an analytical tool to compare executive remuneration across companies and across sectors with a sell side broker using our brokerage on a bespoke basis.

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