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Blue Harbour Group, L.P. (Delisted)

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


Although Blue Harbour goes beyond just negative screening to analyze both the scope of ESG issues and the company’s relative mitigation capacity to reduce meaningful risk, we will avoid investments in certain stocks and industries according to defined guidelines. The following is the current restricted list of industries and areas which Blue Harbour will not invest: civilian munitions, coal mining, predatory lending, private prisons and tobacco.

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

Blue Harbour evaluates the industries in which it will not invest on a continuous basis and discusses such issues with clients regularly.

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.

          Screening is a small part of the ESG process and identifying the businesses in which a company participates is relatively straightforward.

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.

05.5. Additional information. [Optional]

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