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Baillie Gifford

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]

All investors at Baillie Gifford look to identify and invest in long term, sustainable growth companies. Governance and Sustainability team is a key element in the long term performance of a company and as such all investors consider this as part of their investment analysis. Where an environmental and/or social issue is of material relevance to the long term performance of a company, risks and opportunities in this area will be assessed. The Governance and Sustainability team works with the Investment teams to identify companies/sectors/issues that pose higher ESG risks and provide greater ESG opportunities. This then prioritises the work that the Governance and Sustainability team produces for the investors.

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.

          ESG information or analysis is incorporated when relevant. All Governance and Sustainability Team reports incorporate ESG information systematically.

09.6. Additional information. [Optional]

Governance is considered prior to every investment decision.

Because the investment strategies have different approaches to how they use ESG data we have made the active decision not to have a standardised approach across all teams. There is a significant risk that it would generate superficial research and a box-ticking approach that wouldn't add to the quality of the investment research. We feel this is a fundamental difference in our approach to ESG at Baillie Gifford and highlights how seriously we think about governance and the long term sustainability of the companies we invest in on behalf of our clients.

We take the approach we do because it is right for our organisation and our clients. The long term growth and sustainability of the companies we invest in is critical to performance, portfolio turnover numbers and ensuring we provide our clients with the service we've agreed to.

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