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Trusteam Finance

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 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)