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Gemway

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.

Our approach is a risk based approach. Every month our portfolio managers check the ESG scoring and monitor the average ESG scoring based on Sustainalytics scores. ESG controversies are integrated. A maximum threshhold of 10% of portolfio controversies 4 or 5 is also monitored. The outlook on ESG controversies provided by the ESG rating agency is used in our monthly monitoring.

Since 2019, 20% of the investment universe is excluded based on ESG scorings.

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

Investments in coal, controversial weapons, nuclear energy, fur and human rights violations are excluded.

Screened by

Description

Being based on Sustainalytics ESG scorings, Gemway excludes 20% of tis investment universe.

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

Our clients are notified when a controversy and its following engagement ends up in a divestment, for instance through our half year ESG reporting.


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.

05.3. 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)


(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]

ESG issues are included in our analysis of the company. As Gemway investment process is a bottom up stock picking process, we cannot reduce E, S or G integration in a percentage. But we do have examples for all cases on how taking into account environmental, social and goverannce issues shaped our decision to buy or not a company.


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.

09.4. 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]

Our approach is a risk based approach. Every month our portfolio managers check the ESG scoring and monitor the average ESG scoring based on Sustainalytics scores. More important ESG controversies are integrated. A maximum threshhold of 10% of portolfio controversies 4 or 5 is also monitored. The outlook on ESG controversies provided by the ESG rating agency is used in our monthly monitoring.

Since 2019, 20% of the universe is excluded based on ESG scorings.


LEI 10. Aspects of analysis ESG information is integrated into

New selection options have been added to this indicator. Please review your prefilled responses carefully.

10.1. Indicate which aspects of investment analysis you integrate material ESG information into.

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

10.6. Additional information. [OPTIONAL]


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