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CenterSquare Investment Management LLC

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by


We do not invest in prison REITs 

Screened by


Our ESG mandate is based on a custom index. Companies in the representative index are initially screened on a scorecard that requires an assessment of domicile country, property type, occupancy, and leverage. Companies can also be excluded at the PM’s discretion if they demonstrate non-core real estate characteristics or illiquidity. If compliant with these screens, companies are then excluded if they screen in the bottom quartile of CenterSquare’s proprietary quality and/or ESG scores. The remaining best-in-class companies are part of the investible universe. 

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

Clients receive regular reporting.

LEI 05. Processes to ensure screening is based on robust analysis

05.1. Indicate which processes your organisation uses to ensure ESG screening is based on robust analysis.

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

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.5. Additional information. [Optional]

LEI 06. Processes to ensure fund criteria are not breached (Not Completed)