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CBRE Investment Management

PRI reporting framework 2020

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

(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

We have one client where we apply screening to their account.  This is a client directive, where the client provides the list of securities to be screened.  The client uses 3rd party data to determine the list.

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

Our client has a list on their website of all excluded companies and they notify us when it has been updated.  We then use this list to cross reference the client portfolio holdings to make changes.


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

05.1. Indicate which processes your organisation uses to ensure ESG screening is based on robust analysis.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]


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


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