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ALISTITHMAR CAPITAL

PRI reporting framework 2020

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ESG incorporation in actively managed listed equities

Implementation processes

LEI 01. Percentage of each incorporation strategy

01.1. Indicate which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities; and the breakdown of your actively managed listed equities by strategy or combination of strategies.

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
100 %
Total actively managed listed equities 100%

01.2. Describe your organisation’s approach to ESG incorporation and the reasons for choosing the particular strategy/strategies.

Alistithmar Capital follows a very professional investment process which is based on the active management and fundamental research. Alistithmar Capital uses a combination of top-down and bottom-up approaches in building and managing the portfolio. Our selection of holdings and decision to under or over weight is done based on extensive research and research-integrated environment. Performance attribution and evaluation is performed on regular periodic basis, and facilitates adaptations in the strategy based on market conditions and outlook. Each fund managed by Alistithmar Capital has its own Terms & Conditions approved by the regulator and comply with the applicable rules and regulations; where the adoption and implementation of the Principles for Responsible Investment (PRI) will serve as general guidance to the fund managers to inform decision making with no implications that might alter the investment mandate of each fund. Alistithmar Capital strives to complement fundamental research with ESG insights Alistithmar Capital uses an external ESG research provider - ESG Invest- which evaluates and quantifies the ESG performance of all companies listed in the Middle East based on best in class international standards including: OECD, ILO, UN Global Compact, GRI, SASB, PRI, UNEPFI, Equator principles

01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 02. Type of ESG information used in investment decision (Not Completed)


LEI 03. Information from engagement and/or voting used in investment decision-making (Not Completed)


(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

For Shariah compliant funds only, Alistithmar Capital adopts the Shariah principles which a ethical approach to responsible investing by excluding companies that have specific types of involvement in: . Alcohol GMOS, Gambling .Pornography Tobacco

Screened by

Description

For Shariah compliant funds only, Alistithmar Capital adopts the Shariah principles which a ethical approach to responsible investing by excluding companies that have specific types of involvement in: . Alcohol GMOS, Gambling .Pornography Tobacco

Screened by

Description

Alistithmar Capital strives to complement fundamental research with ESG insights Alistithmar Capital uses an external ESG research provider - ESG Invest- which evaluates and quantifies the ESG performance of all companies listed in the Middle East based on best in class international standards including: OECD, ILO, UN Global Compact, GRI, SASB, PRI, UNEPFI, Equator principles. The ESG rating methodology also addresses regional challenges embedded in the Saudi Vision 2030

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

we notify them once the a change has been made


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 (Not Completed)


(B) Implementation: Thematic

LEI 07. Types of sustainability thematic funds/mandates

07.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

07.2. Describe your organisation’s processes relating to sustainability themed funds. [Optional]


(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
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]


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]


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


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