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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) 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]

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. 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。

          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. 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。

09.6. 補足情報 [任意]

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)