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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) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。




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



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. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

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. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

          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. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]

LEI 06. Processes to ensure fund criteria are not breached (Private)