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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) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. E・S・Gの各要因が投資分析の一環として体系的に調査されている、アクティブ運用の上場株式ポートフォリオの割合を記載してください。








08.2. 補足情報 [任意]

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. ESG統合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記載してください。

          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. 組織の統合戦略の一環で包括的ESG調査の対象になるアクティブ運用上場株式の割合を記載してください。

09.3. ESG統合戦略に使われる第三者のESG評価が更新される頻度を示してください。

09.4. ESG統合戦略に使われる組織内調査を見直す頻度を示してください。

09.5. ポートフォリオ・マネージャーがどのようにしてESG情報を保有し、使っているのか説明してください。

          > 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. 補足情報 [任意]

> 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)