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Vancity Investment Management

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




Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

Our ESG analysis helps identify new ESG risk which potentially impact our portfolio. We undertake a process to assess and manage our exposure to each of these risks. We start by analyzing each company’s vulnerability and strategy for addressing the particular risk. Then we confirm our assessment by seeking clarification or greater detail on policies and practices from the company, independent third parties and through media monitoring. We review the company’s response, the findings of our analysis and any new information to determine whether further action is required. Such action may include ongoing monitoring of the company’s risk management process, filing a shareholder resolution or divestment.

The shareholder resolution process encourages greater communication between the shareholder and management. In most cases, once a resolution has been filed with the company, conference calls and face to face meetings are held with the shareholder to substantiate the basis for the resolution. This process allows the shareholder to hold detailed, in-depth discussions with management on the company’s approach to a particular issue.


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.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

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