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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) 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。




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. 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。

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. 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。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]

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)