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Cadence Investment Partners LLP

PRI reporting framework 2020

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



LEI 01. Percentage of each incorporation strategy

01.1. 以下を記載してください。(1)組織でのアクティブ運用上場株式にどのESG組み入れ戦略や組み合わせを使用しているか(2)アクティブ運用している上場株式の戦略または戦略の組み合わせ別内訳

ESG組み入れ戦略 (当てはまるものをすべてお選びください)
アクティブ運用される上場株式に戦略が適用される割合 (推定 +/- 5%)
100 %
アクティブ運用している上場株式の合計 200%

01.2. 組織が実施しているESG組み入れアプローチ、および、特定のESG組み入れ戦略を選択している場合はその理由を説明してください。

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. ESG組み入れ戦略の組み合わせを使用して資産を運用している場合、ESG戦略の組み合わせをどのように使用しているかを簡単に説明してください。 [任意]

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) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. E・S・Gの各要因が投資分析の一環として体系的に調査されている、アクティブ運用の上場株式ポートフォリオの割合を記載してください。








08.2. 補足情報 [任意]

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. ESG統合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記載してください。

09.2. 組織の統合戦略の一環で包括的ESG調査の対象になるアクティブ運用上場株式の割合を記載してください。

09.4. ESG統合戦略に使われる組織内調査を見直す頻度を示してください。

09.5. ポートフォリオ・マネージャーがどのようにしてESG情報を保有し、使っているのか説明してください。

09.6. 補足情報 [任意]

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)