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J O Hambro Capital Management Group

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。




We implemented a general exclusion policy that puts a block list in to our order management system (Bloomberg AIM) forbidding any JOHCM funds from investing in companies involved in the manufacture of cluster bombs. The exclusion list is based on the MSCI ESG Ratings screening tool.

Some of our strategies adopt a thematic approach and exclude, for instance, all tobacco, alcohol, armaments, fossil fuels, gambling and pornography companies. Others adopt an integrated approach, addressing the specifics of the companies in which they invest, across all sectors.


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。

Our Client Services team has direct access to the investment teams and update our client base, on a regular basis, with key news and information from the investment teams.

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。

05.3. 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]

ESG analysis is integrated in investment analysis.  In addition, the fund managers and the Investment Director use ISS ESG research to assist in the proxy voting process and use MSCI ESG Ratings research to monitor ESG issues.

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