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Foresight Group LLP

PRI reporting framework 2020

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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

All funds include negative/exclusionary screening when determining the investment universe. Data is typically sourced from data providers such as Bloomberg and sell side analysts. Given the nature of our existing investment strategies, companies whose revenue primarily originates from fossil fuels and companies with a poor corporate governance history will be excluded.

Screened by

Description

The funds will actively seek and select only companies that offer and can display positive ESG characteristics. Companies can also be included for carrying out  activities or operating in a sector that clearly provides a net benefit to society or the environment.

Screened by

Description

One of our two funds includes compliance with the UN Global Compact Principles as a pre-requisite to investment being made. Every holding in that fund will be assessed to ensure that it complies with these principles.

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

Compliance with the UN Global Compact Principles for business is part of the fund’s prospectus and thus any changes would need to be approved by the authorised corporate director. We would then notify the Fund’s investors in writing.


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]


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


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