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CBUS Superannuation Fund

PRI reporting framework 2020

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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
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

ESG factors are considered and included as an input in the investment process. Issues deemed likely financially material are analysed in more detail to determine if there are any valuation impacts or if monitoring of the issue is required.

Fundamental analysis is undertaken which utilises internally developed research templates, company management meetings, third party ESG data and research. In some instances, specific ESG thematic’s are also analysed, such as supply chain, labour relations or climate change risk of a company or portfolio.

 


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]

ESG forms a core part of the investment process. ESG risks are assessed on a financial materiality basis as well as any thematic issues deemed a priority by Cbus, such as safety. These can be built into future engagement with the company.

Stock Peer Review meetings are held whereby information presented by a team member is reviewed. Information is circulated and stored on the  information management systems and all team members can contribute or critique work undertaken in relation to a given company.

The equity teams monitor company reporting in order to identify issues, look for improvements or otherwise in the disclosures made by the company. Third party ESG materiality frameworks such as SASB help direct this review.

Regular meetings between the portfolio manager and members of the Responsible Investment team are scheduled fortnightly.

The review of external ESG providers is the responsibility of the Cbus Responsible Investment team and they receive input from stakeholders across the organisation. Both the Responsible Investment team and the Internal Equities team engage with these providers on a regular basis.


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


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