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Trusteam Finance

PRI reporting framework 2020

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ESG incorporation in actively managed listed equities

Implementation processes

LEI 01. Percentage of each incorporation strategy

01.1. Indicate which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities; and the breakdown of your actively managed listed equities by strategy or combination of strategies.

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
100 %
Total actively managed listed equities 100%

01.2. Describe your organisation’s approach to ESG incorporation and the reasons for choosing the particular strategy/strategies.

All our equity strategy is based on our ROC (Return On Customer) methodology which makes us invest in the leaders of Customer Satisfaction. For years academic marketing studies have established the strong link between, on the one hand, Customer Satisfaction and Financial Performance and, on the other hand, Customer Satisfaction and CSR performance.

01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]

Our ROC process combines the three main ESG integration strategy: we first detect the leaders in terms of Customer Satisfaction though customer suveys (positive screening with a thematic biais) and then we analyse the Customer Strategy of these companies. This analysis integrate ESG criteria that influence Customer Satisfaction (ex. S: Employee Satisfaction, G: integration of extra-financial criteria in Remuneration, E: Reduce the environmental footprint of Customers). 


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


(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

Description

We screen the company by choosing the leaders in term of Customer Satisfaction as defined though our ROC Methodology

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

Critera have been establised after reviewing more then 40 years of academic marketing research that has establised a clear link between Customer Satisfaction, Financial and CSR Performance. We also have partnership with profesionnal marketing research firms (IPSOS, Forrester, Synomia, Toluna, B3TSI),  to help us to update these criteria and be aware of the changes in the best practices. Our day to day interractions with companies are also a rich source of enhacement to test and verify if these critera are relevant. 

We publish once a year a public document on our web site (the Code de Transparence) which notifies our clients of any change in our methodoogy.


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.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]


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


(B) Implementation: Thematic

LEI 07. Types of sustainability thematic funds/mandates

07.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

07.2. Describe your organisation’s processes relating to sustainability themed funds. [Optional]

The process is the ROC methodology previously described.


(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]


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.

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]


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


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