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Blue Oceans Capital

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

          Manual consideration of business models followed by detailed analysis proceedure made with reference to PRI practical guide to ESG integration for equity investing
        

Description

We manually look at each business model to consider its high level ESG impact. (We do not invest in polluting commodities, weapons or defense, gambling, alcohol, harmful media). If a company passes that manual screening we than conduct detailed ESG research as per our ESG analysis proceedure as shown on our website https://blueoceans.com.au/wp-content/uploads/2019/06/03606-blueo-priguidelines_a4-web-20190613.pdf

 

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

By updating our investment process and sustainability analysis document on our website. 


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.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]

We may review more frequently than annually if ESG issues arise. If an issue arises we will review that company completely, update our ESG report and post to our website. If an issue is material we will divest and notify our investors. We review news and updates on companies we hold weekly. 


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


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