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KBI Global Investors

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]


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.

          Occasional ESG issue-specific meetings with companies, as required.
        

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

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

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]


LEI 10. Aspects of analysis ESG information is integrated into

New selection options have been added to this indicator. Please review your prefilled responses carefully.

10.1. Indicate which aspects of investment analysis you integrate material ESG information into.

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

10.2. Indicate which methods are part of your process to integrate ESG information into fair value/fundamental analysis.

          ESG factors comprise two of the four pillars of our proprietary valuation model used in our Natural Resources thematic equity strategies investment process.
        

10.3. Describe how you integrate ESG information into portfolio weighting.

For our Natural Resource equity portfolios, two of the four pillars of our proprietary fair value valuation model are ESG, where the PM rates a company based on a variety of ESG factors and inputs.  The results of the valuation tool directly impact the position size within the portfolios.

For our Global Equity portfolios, ESG scores (as supplied by an external ESG research company) are directly integrated into the investment process and therefore directy influence whether a security is included in the portfolio, and if so, its position size.  

10.4. Describe the methods you have used to adjust the income forecast/valuation tool.

For our Natural Resource equity portfolios, two of the four pillars of our proprietary fair value valuation model are ESG, where the PM rates a company based on a variety of ESG factors and inputs.  The results of the valuation tool directly impact the position size within the portfolios.  For our Global Equity ESG  portfolios, a negative screen is in place for certain controversial sectors and activities, and for lowest-ESG rated companies as determined by an external provider. An optimisation process is then implemented via ESG integration with the aim of achieving a portfolio ESG rating which is substantially above the benchmark.

10.6. Additional information. [OPTIONAL]


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