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Fort Washington Investment Advisors, Inc

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]

ESG scores and research are used as supplementary tools in the research process but do not restrict the ability to invest. Portfolio and security ESG scores are monitored on a monthly basis and analysts are required to document and regularly update why a CCC rated security is an appropriate investment for the strategy.


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.

          Investment team members, portfolio managers and the RI Committee co-chairs review all processes at least on an annual basis.
        

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]

MSCI updates their ratings at least twice per year.


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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