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Troy Asset Management Limited

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) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the proportion of actively managed listed equity portfolios where E, S and G factors are systematically researched as part of your investment analysis.

ESG issues

Proportion impacted by analysis




Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

Changes to the research process mean that social and environmental factors have been systemically integrated from 2019.

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

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on robust analysis.

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

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information. [Optional]

ESG research is available to analysts in multiple forms.  Troy’s agreement with VigeoEiris provides ESG research coverage of some, but not all, of our holdings and ISS provides norms based research with relation to the UN Global Compact and on governance matters in relation to proxy voting research. Troy subscribes to MSCI's comprehensive ESG research product. ESG data is also accessed via Bloomberg. Troy’s own internal research template has a standard section for governance risk and environmental & social risks.

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