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Barrantagh Investment Management Inc.

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 use screening to find companies that are above average in class across ESG issues.  We also use the screening to measure directionality of the individual company on ESG issues and the portfolio's as a whole.  Screens also help to highlight areas of concern which allows us to dig deeper and gain a better understanding of the issue(s).

Screened by

Description

We use screening to find companies that are above average in class across ESG issues.  We also use the screening to measure directionality of the individual company on ESG issues and the portfolio's as a whole.  Screens also help to highlight areas of concern which allows us to dig deeper and gain a better understanding of the issue(s).

Screened by

          We use Eikon, Bloomberg, MSCI ESG databases to compare companies against their peers.
        

Description

We use screening to find companies that are above average in class across ESG issues.  We also use the screening to measure directionality of the individual company on ESG issues and the portfolio's as a whole.  Screens also help to highlight areas of concern which allows us to dig deeper and gain a better understanding of the issue(s).

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

N/A


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.

05.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your ESG screening strategy.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

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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