This report shows public data only. Is this your organisation? If so, login here to view your full report.

Cadence Investment Partners LLP

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities

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 200%

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

As a long-term investor we view the sustainability of a company’s business model to be crucial to any investment decision. Because of this we believe that good corporate governance is an essential pre-requisite to investing in any business. Equally, a company's successful and proactive responses to environmental and socail issues underpins their long term success (and in some cases survival). Our initial analysis of any potential investment therefore incorporates governance issues such as shareholder and board structures, management compensation, related party transactions and conflicts of interest as well as direct and indirect environmental and social factors, employee compensation and pension provision.

While maximising long term returns on assets managed is the focal point for us, we understand that ESG issues can determine whether these long-term returns are achievable or not. We therefore take an active role in promoting good corporate governance in each of the companies that we are invested in.

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 (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


(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]

Our review of the whole range of corporate governance behaviour incorporates any and all ESG issues we find to be relevant to the health of a company's long term franchise.  


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.

09.4. 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 09.4 is answered as "annual" as the best estimate of this frequency. In most cases the issuance of an annual report will prompt a review of these factors for any new developments. In some cases we will update our analysis based on contact with the company during the year, increasing the frequency.

 

LEI 09.5 - we produce both a detailed corporate governance report and an Environmental and Social factor report on each holding 


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


Top