This report shows public data only. Is this your organisation? If so, login here to view your full report.

Gemway

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG factors

(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]


Top