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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 » (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




Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

We keep track of the most material factors impacting each of our portfolio companies.  We believe aspects of governance are critical to any investment, for example, compensation and the structure of decision making at the board level.  We have asked all of our companies about human capital management and other factors typically classifiied as social.  We have standard metrics that we look at like turnover, but also ask about company specific factors as appropriate, for example, looking at how companies recruit and retain certian types of vital personnel.  We do analyze our companies for enviromental factors, but many of them have relatively low tangible asset bases which makes their environmental risk factors relatively smaller versus the total universe of public companies.

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.

          Full integration into the investment process. We do not utilize a separate staff for RI.

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

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]

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