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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 » (B) Implementation: Thematic

B) 実施:テーマ

LEI 07. Types of sustainability thematic funds/mandates

07.1. 組織が運用している、サステナビリティをテーマとするファンドやマンデートの種類を記載してください。

07.2. 組織でのサステナビリティをテーマとしたファンドのプロセスについて説明してください。 [任意]

Westfield's sustainability themed fund is the Sustainable Growth Equity strategy.  This strategy is managed by the Director of ESG Research who leverages the in-depth, fundamental research of Westfield's sector analysts in the management of client portfolios.  The strategy takes a multi-faceted approach to ESG integration by overlaying ESG analysis on fundamental analysis to create a concentrated portfolio of companies that embed sustainability into their business strategy.  ESG incorporation within the strategy falls into three investment categories:

  • Companies that provide products or services that directly target sustainability driven end markets
  • Companies that provide products or services that have derivative sustainability benefits
  • Companies that are best-in-class in ESG operating performance