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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) 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。








08.2. 補足情報 [任意]

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. 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。

09.3. ESG統合戦略に使われる第三者のESG評価が更新される頻度を示してください。

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]

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)