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Oasis Group Holdings

PRI reporting framework 2020

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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

We have a Shariah compliant range of investment products and as a result, we have strict Shariah rules which need to be met before we consider investing /staying invested in a specific underlying investment. As a consequence, we do apply negative/exclusionary screening based on product and acitivity of the underlying investment. The process is deemed confidential in nature but includes a strong bias towards responsible investing. We also have an independent Shariah Board who scrutinizes our Shariah compliance once a year and determines whether we meet the strict ethical investment guidelines prescribed by the Shariah board.In addition to the Shariah guidelines, we are of the view that companies with weak corporate governance or business practices which harm the fabric of society have unsustainable long-term business models - cosnequently, we do apply exclusionary screening to these factors as well.

Screened by

Description

When undertaking due diligence on a potential investment, as part of the investment decision making process, the firm considers all relevant factors which includes analyzing the macro environment, industry/sector issues, operational issues, management, financial position, performance over the long-term and ESG opportunities and risks.

We believe that companies which incorporate Environmental, Social and Governance (ESG) considerations into their business model are more likely to be successful over the long-term. Consequently, we believe that incorporating ESG considerations into the investment decision making process is likely to deliver superior and sustainable returns for our clients over the long-term. As part of our investment philosophy we favor/look for companies which have strong market leadership positions, ability to convert market leadership into profit, cash flow and balance sheet leadership and has best-in-class ESG practices to ensure the sustainability of that profitability.

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

Our investment philosophy has been consistent since inception. The screening criteria is established by the Investment Committee with an objective of finding undervalued high quality instruments which will provide sustainable long term returns in an ethical manner. We continuously review our investment philosophy based on our performance - our historic performance indicates that our focus on downside protection and sustainablity of long-term returns has resulted in outperformance and lower volatility. We see no need to make any changes to our investment philosophy or our screening methodologies.


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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