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Aeon Investment Management (Pty) Ltd

PRI reporting framework 2020

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

A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

Aeon Investment Management takes a broad approach to the screening of internally managed active listed equities; we do not conduct any negative screening. A number of ESG factors, as relevant to these holdings, are analysed; current and potential ESG risks are also considered when conducting an initial and ongoing analysis.

Lack of trust in the board of directors is a fundamental driver of the exclusion of companies. This, however, is a judgemental assessment as opposed to a quantitative scoring assessment.

Negative screening applied as the sole method of ESG integration is not effective. Relevant and continuous engagement with company management teams on their ESG risks allows investors to have a better understanding of companies, raises awareness of risks that company management teams had not considered and allows for a more holistic approach to ESG integration in investment philosophies.

スクリーニング実行者

説明

Each and every investment has its "hurdle rate" or required rate of return adjusted either positively or negatively for ESG factors. Our general knowledge of these principles and conventions alert us to ESG factors that may impact a specific company. Bloomberg data is also used to determine disclosure ratings.

スクリーニング実行者

説明

Each and every investment has its "hurdle rate" or required rate of return adjusted either positively or negatively for ESG factors. Our general knowledge of these principles and conventions alert us to ESG factors that may impact a specific company. The criteria for each company is reviewed at least once a year or on an ad hoc basis.

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

Notifications to clients are communicated (e.g. via email and regular client report-backs) as and when the changes to the screening methodology are made.

 


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

05.1. スクリーニング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選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.5. 補足情報 [任意]


LEI 06. Processes to ensure fund criteria are not breached

06.1. ファンドの基準に違反がないことを確認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。

          An internal review is undertaken by the investment team to ensure that ESG is correctly integrated and the fund criteria is subsequently not breached.
        

06.2. ファンドのスクリーニング基準に対する違反が判明した場合、これらの違反を是正するために従うプロセスを説明してください。

In theory, in terms of our process, we should not find a company in our portfolio that has breached ESG norms. In the unlikely event that an ESG norm has been breached, we would investigate the breach, assesses the impact of the breach and its materiality. We would then apply the necessary remedial and risk-response plan and continually monitor the fund screening.

06.3. 補足情報 [任意]


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