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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) 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。

スクリーニングの種類

スクリーニング実行者

説明

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).

スクリーニング実行者

説明

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).

スクリーニング実行者

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

説明

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. 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。

N/A


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。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

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。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]


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


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