This report shows public data only. Is this your organisation? If so, login here to view your full report.

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) 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。




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.


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


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. 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。

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. 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。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

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]

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