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Panarchy Partners

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。




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. 



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. 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。

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. 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。

05.5. 補足情報 [任意]

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