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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 » (C) Implementation: Integration of ESG factors

C) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. E・S・Gの各要因が投資分析の一環として体系的に調査されている、アクティブ運用の上場株式ポートフォリオの割合を記載してください。








08.2. 補足情報 [任意]

Westfield’s review of ESG issues in the investment research process is focused on the materiality and relevancy of these ESG issues to each sector and specific company, and how they may affect valuation, risk and the confidence of the investment thesis. We rely upon the deep industry expertise of our sector-focused analysts, coupled with the ESG focus of the Director of ESG Research, to identify and evaluate material ESG issues during our fundamental analysis. Relevant and material ESG issues are identified through management dialogue, the collection and analysis of third party ESG data, and frameworks such as SASB’s (Sustainability Accounting Standards Board) Materiality Maps. A focus on quality management has always been core to Westfield’s investment process and we put particular emphasis on the systematic review and understanding of all material corporate governance concerns.

LEI 09. Processes to ensure integration is based on robust analysis

09.1. ESG統合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記載してください。

09.2. 組織の統合戦略の一環で包括的ESG調査の対象になるアクティブ運用上場株式の割合を記載してください。

09.5. ポートフォリオ・マネージャーがどのようにしてESG情報を保有し、使っているのか説明してください。

09.6. 補足情報 [任意]

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