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Munro Partners

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


Munro comply with exclusion screen provided by CI Investments Inc.

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

We do not notify clients when changes are made, we comply with the our clients advice.

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.

          Screening is conducted by our partner CI Investments Inc.  Munro are required to comply with this under contractual obligations to CI.

05.5. Additional information. [Optional]

We have never had any issues or been required to make changes arising from updates and changes to the exclusion screen provided to us by CI Investments Inc.

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