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Somerset Capital Management LLP

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]

We have embedded analysis of environmental and social factors into the assessment of core BUSINESS RISK for each stock under consideration for our portfolios. 

This is addition to GOVERNANCE RISK that has been a core part of our approach to investing in Emerging Markets for many years.   

It is up to the writing analyst to explicit consider materiality of these factors to BUSINESS RISK and to assess tangible impacts (financial) of the risk deteriorating.  

 

 


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.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information. [Optional]

The ESG work is presented as an integral part of our individual research notes.   

Our interactions with companies on ESG matters is recorded in our bespoke ESG database, as are our formal engagements with companies on matters we deem highly material and posing a high risk to core BUSINESS RISK.  

We also conduct an extensive annual sustainability review of holdings in the portfolio.  Each analyst has to update portfolio managers with the ESG risk in every stock in the fund under their coverage.  


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


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