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Westfield Capital Management

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。




The Director of ESG Research utilizes the following external resources to support his ESG research efforts:

  • Bloomberg ESG data – rankings and ratings for various ESG factors
  • Responsible Investor – online ESG and sustainable finance resource

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

Screening is used as an additional data point in the investment decision making process.  Westfield does not mandate general rankings or scores on any financial factors for our current or prospective portfolio holdings as we rely on our seasoned investment professionals to conduct fundamental research within their respective areas of expertise. Similarly, the Director of ESG Research does not seek to invest in companies that simply reach a certain ESG score as defined by a third party service provider; rather, he often meets with a company’s Chief Sustainability Officer (CSO), or other members of the company management, to determine how they are embedding ESG efforts into their business strategy.  Westfield’s ESG research does not stop at figuring out why a company is incorporating ESG factors into their business model; rather, we take the next step by asking questions about and focusing on the economic impacts of sustainability initiatives and how these issues will impact the company’s growth prospects and bottom line.

LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニング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選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.5. 補足情報 [任意]

LEI 06. Processes to ensure fund criteria are not breached (Private)