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

Terra Alpha Investments, LLC

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(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


Terra Alpha's proprietary Environmental Productivity analytical process provides a unique framework that we use to evaluate public companies around the world. Our enduring business model research about the long-term opportunities and risks for companies in a changing world is core to our consideration for inclusion in our portfolios. We believe that a diversified portfolio of companies with an optimized combination of enduring business models and superior environmental operating efficiencies purchased at reasonable valuations will provide investors with attractive long-term returns. 


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

We provide our investors and prospective accredited investors with quarterly letters updating them on fund performance and any changes in our investment process. 

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.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]

We are able to evaluate financial/ESG risks and opportunities through our internal Environmental Productivity rating system, which utilizes company-specific quantitative and qualitative research to evaluate the growth and environmental outlook of our holdings. 

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