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Acadian Asset Management

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

Description

At client direction, Acadian can apply exclusionary screens which may encompass one or more of the criteria listed above. Acadian also screens on socially responsible characteristics for various funds we manage such as: investing only in companies exhibiting prudent management behavior with respect to external transparency, internal controls, and compliance with international norms on environment, human rights, labor rights, corruption and inhumane weapons.

Screened by

          Acadian's policy is to implement ESG considerations that add value to portfolios and are applied as requested by clients.
        

Description

Acadian incorporates ESG investing in all parts of our investment process, through ESG factors in our bottom-up and top-down forecasting frameworks, client-mandated portfolio exclusions, and/or proxy voting direction, if desired by a client. In addition we also use the UN Global Compact for some client directed accounts.

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

Screening criteria are established in collaboration with the client and various third-parties if necessary. All screens are communicated, reviewed and agreed upon with Acadian prior to being established. 


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.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

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

05.5. Additional information. [Optional]


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


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