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PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » Outputs and outcomes


LEI 12. How ESG incorporation has influenced portfolio composition

12.1. 組織のESG組み入れ戦略がポートフォリオや投資ユニバースの構成にどういう影響を与えているかを記載してください。



Our initial investment universe is composed of European companies with over 100 million euros of market capitalisation, with the exception of those subject to the exclusions specified in our policy (controversial weapons, coal production or consumption, tobacco and pornography). Our eligible universe therefore constitutes the starting point for portfolio construction.

Another filter consists of supplementing the financial analysis by favouring the discounted companies with the best ratings in their business sector and discounted companies making the best efforts in terms of transition to better ESG practices. 

Companies rated below or equal to BB+ may be selected subject to a minimum +++ Best effort rating.

Companies rated in the CCC bucket are ruled out

The starting universe is reducted by 20% on average.


削減率を明記してください(+/- 5%)

20 %


12.2. 補足情報 [任意]

LEI 13. Examples of ESG issues that affected your investment view / performance (Not Completed)