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Alquity Investment Management Limited

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


We will not hold companies with business practices that are fundamentally inconsistent with our process. This includes companies with over 5% of revenues or profits in their most recent financial report attributed to:
1. Tobacco
2. Gambling
3. Narcotics
4. Adult Entertainment
5. Armaments
6. Liquor

7. Coal Mining

8. Fossil Fuel extraction and production


With respect to the development, production, maintenance and trade of weapons that have a disproportional and indiscriminate impact on civilian populations (so called “Controversial Weapons”), we have operate a zero tolerance. These include:

Anti-personnel landmines

Biological weapons

Chemical weapons

Cluster munitions

Cluster bombs

Ammunitions containing depleted uranium

Nuclear Weapons

Screened by


Using our proprietary ratings approach we compare companies to both global best practice ( high risk industries) and regional best practice ( low risk inductries) across all the ESG criteria.

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

We exclude some sectors purely on the basis that they are incompatible with our investment process which seeks transparent companies, aligned with minority shareholder and run by managment teams that are capable and share our investment values. 

Following our analysis, our overall view on the quality of Transparency and ESG on a forward-looking basis is then summarised on a scale from A (excellent) to C(pass)- anything below this is a fail and we do not invest. Our ratings are relative to regional and global best practices and take into account the riskyness of its industry as well as secto-specific issues. 

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.

          All our funds are independently audited by Afnor, on behalf of the French Finance Ministry and awarded the ISR label which confirms the 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)