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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 » Implementation processes » (C) Implementation: Integration of ESG factors

(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)


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