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UniSuper Management Pty 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
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

We integrate ESG into our investment decision making process using a qualitative overlay. It serves as risk mitigant and as a means by which to assess the quality of the companies and assets that we are investing in. It assists us in validating stock selection decisions.

> We constantly seek to remain abreast of key ESG issues and how they impact our portfolio

> In doing so, we are constantly reviewing a range of materials and information sources to identify ESG issues and risks that we need to look at further and consider as part of our investment decision making process

> When we identify issues we discuss these as a team and engage with the company in question, our external managers holding the stock and the sell side brokers researching the stock. 

> Some portfolios utilise quant models, and while larger holdings will have a comprehensive ESG review as part of the qualtitative overlay, with smaller stocks reliant on a ESG ratings screen and high level risk assessment


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.

          We talk to and engage with 
> a range of information sources
> our fund managers and sell side brokers
> our peers
> the company and its peers
        

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.

          > A range of reports, email updates and memos are stored on our electronic filing system.
> We include ESG in all stock research templates
        

09.6. Additional information. [Optional]

> We include detailed ESG notes in our stock templates

> ESG notes, briefings, research and email updates are send around by the internal ESG staff and are stored on our electronic filing system

> MSCI ESG research can be accessed by any investment staff.

> Our custodian, BNP, has portfolio specific ESG data and analysis specific to our fund available on our access platform.

>Our trading platform, Bloomberg, has ESG data and research available for all PMs and analysts


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


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