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Artemis Investment Management

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

We screen for cluster munitions and landmines across all funds. Specific investment strategies and mandates have additional screens such as tobacco, weapons and oil and gas production.

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

We update our stewardship policy which is a publicly available document and also update portfolio literature.


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.

05.3. 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)


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