This report shows public data only. Is this your organisation? If so, login here to view your full report.

Royce & Associates, LP

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]

Responsible investment forms an integral part of our investment process, as such we will systematically consider those ESG factors that we believe could have a material impact on the ability of a company to generate long-term sustainable returns. These factors are essentially those that can have a material impact on a company's cash flows, balance sheet, durability and ultimately, corporate value and may be environmental, social or governance related. We believe that governance is the starting point in this analysis as it sets the foundation for accountability, for how decisions are made and sets the tone for the corporate culture.


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.

          A review of ESG integration has been formally incorporated into our regularly scheduled Risk Management reviews. This conversation is supported by reporting output from ESGX.
        

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]

Each PM teams takes their own approach to collecting ESG information. Some teams choose to include it as a standard section in their research notes for each company, others retain ESG information by topic. All this information is centrally available and tagged in the shared research database, Mackey. ESG ratings information at the portfolio level is available quarterly through ESGX. The ESGX tool provides comprehensive analytics and visualizations of ESG exposures at the portfolio level over time and relative to benchmarks. This offers better insight at the sector, region and company level, and helps you identify and highlight potential sources of ESG risk that may be overlooked when deploying traditional financial analytics.


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


Top