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Renaissance Property Securities Pty Ltd

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes

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.

We believe securities are mispriced by the market due to a variety of factors. ESG factors are among those potentially contributing to the mispricing of companies by the market. We therefore consider ESG issues alongside financial measures in order to develop a more complete view of the risk/return characteristics of companies, specifically property security investments listed on the Australian Stock Exchange.

We developed a proprietary framework (in conjunction with ESG consultant Regnan - Governance Research and Engagement Pty Limited) to assist in highlighting potentially material ESG issues for each security, and allowing us to examine the available evidence in greater detail as part of our bottom up analysis process. This allows us to integrate our assessment of ESG factors into our qualitative risk metrics.

ESG factors are analysed by the two portfolio managers (who are also Directors of Renaissance Property Securities) via engagement with target investment companies and by subscribing to ISS reports containing ESG scores and commentary on individual companies.

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


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)


(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.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

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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