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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

Implementation processes

LEI 01. Percentage of each incorporation strategy

01.1. Indicate which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities; and the breakdown of your actively managed listed equities by strategy or combination of strategies.

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
100 %
Total actively managed listed equities 200%

01.2. Describe your organisation’s approach to ESG incorporation and the reasons for choosing the particular strategy/strategies.

We look for companies which have the ability to deliver a high level of sustainable return over the long-term. Consequently, we screen for companies which not only have strong operational and financial metrics, but also companies which have sound ESG practices thus allowing for sustainable shareholder wealth creation over the long-term. At the same time, we analyze ESG factors to identify possible risks/opportunities and integrate that into our investment decision making process, in our valuation models and risk exposures.

Furthermore, 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.

We also focus on long-term trends and themes which are either opportunities or risks. This includes a focus on food security, infrastructure requirements in Africa as well as a focus on sectors with low labor and energy intensity.

01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


(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)


(B) Implementation: Thematic

LEI 07. Types of sustainability thematic funds/mandates

07.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

07.2. Describe your organisation’s processes relating to sustainability themed funds. [Optional]

Oasis manage portfolios in accordance with Sharia’h guidelines set out by the Sharia’h Advisory Board. The Sharia'h investment parameters of the Advisory Board prescribe that the Oasis Crescent range of funds may not invest in companies or products which conduct their primary business in prohibited activities (e.g. alcohol, conventional financial services)


(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
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

The equity instruments in our portfolios are evaluated during the Policy Group Meetings. The investment analysis on these companies incorporate ESG factors and these are debated during these meetings. Furthermore the Corporate Actions Committee will also assess the ESG factors for each company when finalising proxy votings.


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.

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

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

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)


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