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Letko, Brosseau & Associates Inc.

PRI reporting framework 2020

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(B) Implementation: Thematic

LEI 07. Types of sustainability thematic funds/mandates

07.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

07.2. Describe your organisation’s processes relating to sustainability themed funds. [Optional]

The LBA ESG Balanced Fund has been specifically earmarked as a responsible investment product and adheres to a more restrictive investment policy, which precludes investments in companies for which ESG information is deemed insufficient, and further applies most commonly requested ESG filters. This Fund also follows specific proxy voting guidelines. Companies in this Fund must first be deemed as suitable investments by the investment committee. The investment committee has discretion to override specific ESG criteria depending on context. Such decisions are documented and reported to clients of this Fund as described in the Fund’s Statement of Investment Policy and Guidelines. Additionally, a Fossil Free Fund is ready to launch, with funds expected to move in 2020.