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Salt Funds 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

This is a client driven exercise whereby the negative/exclusionary screen is applied by the client. Our funds will avoid companies operating within sectors deemed to have high negative social impact. Specifically, this means we will avoid exposure to companies with material exposure to the the production or manufacture of tobacco, uranium, armaments, gambling, alcohol and pornography.

Screened by

Description

As described above Salt use a positive/best in class screening embedded in the Salt Scoring System. The ESG factors and what we look at are discussed in more detail above.

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

The screening criteria and list of excluded companies is reviewed on an ongoing basis and formally communicated to Salt by its client at least annually.


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.

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

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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