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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 » (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]

Terra Alpha Investments utilizes an environmental frame in our investment process.  While we do consider social and governance factors while evaluating a company’s enduring business model, our primary consideration is environmental factors.


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.

09.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your integration strategy.

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]

We utilize a fully integrated investment process to determine which companies are best positioned to thrive in a changing world. We conduct weekly investment calls to socialize the Environmental Productivity and Enduring Business Model assessments on all companies currently in, or being considered for, our portfolio. 


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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