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Ardevora Asset Management LLP

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。




Ardevora’s investment process lies at the heard of everything it does. Ardevora’s objective is to generate significant outperformance over the long-term whilst maintaining a relentless focus on risk.

Ardevora are dedicated to achieving the best possible risk-adjusted returns for its investors and believe responsible investment ("RI") is an important factor in achieving this. As part of this Ardevora strive to gain an understanding of the relevant environmental, social, governance ("ESG") issues applicable to Ardevora's investments.

To enhance Ardevora’s ESG understanding and supplement existing fundamental research, Ardevora collects ESG information from third-party providers of ESG research, which strengthens its Fund Managers understanding of a company’s ESG practices and risks. The external service provider reports are used to derive scores for ESG respectively. Identifying and incorporating ESG factors does not substitute Ardevora’s existing investment process. It presents additional factors to be considered in the investment decision.

Ardevora’s Global Long-only Equity SRI Fund has exposure to a broad spread of stocks in most of the major equity markets. The construction of the Fund includes an overlay screen, which include some of the principles of Sustainable Responsible Investment ("SRI").

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

Part of the responsibilities of Ardevora include reviewing and defining Ardevora’s consideration of ESG factors and any necessary screen. Once a decision is made by Ardevora to amend or offer different screenings, clients and/or beneficiaries will be duly consulted before any changes are implemented.

Additionally to the Ardevora SRI Fund mentioned, client segregated accounts may impose their own specific screens which they would have Ardevora apply. For example, one of Ardevora's clients has it impose a controversial weapons screen over and above the Ardevora firm level screen.

LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.5. 補足情報 [任意]

LEI 06. Processes to ensure fund criteria are not breached (Private)