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Panarchy Partners

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 200%

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

Panarchy (our name) by definition explains the relationship between humans, human created systems, and the environment. Taking inspiration from that, our founder coined the term 'panvesting' instead of investing which looks at all 4 forms of capital. We do not subscribe to any particular ESG strategy, rather we advocate that panvesting will be the framework of investing in the future as investors cannot simply focus on financial returns alone.

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)


(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 exclude Gambling, Tobacco, Pornography and Weapons as sectors.

We exclude companies that have sub par governance.

We exclude sectors that we believe are unsustainable in terms of fundamentals. 

Screened by

Description

Our governance analysis and resilience analysis covers the corporate governance topics of companies, and the environmental/social performance topics for portfolio companies. We only invest in companies that have identified material issues around all forms of capital, set targets around material issues (which includes environmental, social and human capital) and then deliver on those targets. This process is called resilience analysis with our proprietary scores. We need to see incremental improvement in resilience scores for a company to be considered for our portfolio. 

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

Our panvesting process will not change as we have affirmed this process with our clients and beneficiaries.


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.

05.5. 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]

We do not have a Thematic Fund. Our Global Panvest Fund has sustainability at its core and is not thematic in nature. 


(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.

09.5. 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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