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Foresight Group LLP

PRI reporting framework 2020

Export Public Responses

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。




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.



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.



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. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

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. スクリーニング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選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]

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