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KBI Global Investors

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » Outputs and outcomes

Outputs and outcomes

LEI 12. How ESG incorporation has influenced portfolio composition

12.1. Indicate how your ESG incorporation strategies have influenced the composition of your portfolio(s) or investment universe.

Describe any reduction in your starting investment universe or other effects.

For all of our portfolios, we exclude manufacturers of controversial weapons, companies involved in large-scale coal extraction, or coal-fired electricity generation,  and companies in serious breach of the ten Principles of the Global Compact.

For some Global Equity strategies, we additionally exclude companies with an  unacceptably low ESG rating (provided by our external supplier) and companies involved in certain controversial activities.

For our Natural Resource strategies, we exclude all companies that are not "solutions providers" to the global scarcity of clean water, clean energy and safe food.

 

Specify the percentage reduction (+/- 5%)

5 %

Describe any alteration to your investment universe or other effects.

For our thematic Natural Resource strategies, we invest only in companies which are solutions providers in the relevant areas and we precisely define each natural resource theme to create the investment opportunity set that accurately reflects each theme. This ensures the long term trends we have identified that will be the unique drivers of stock and portfolio returns.

 

Select which of these effects followed your ESG integration.

12.2. Additional information.[Optional]


LEI 13. Examples of ESG issues that affected your investment view / performance (Private)


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