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Prosperity Capital Management

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
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

Prosperity Capital Management seeks to consider all factors, including ESG issues, in its investment analysis and investment management. We seek to employ all available methods of doing so to build a holistic and detailed view of the companies within our investment universe.

We regularly meet with the management, appoint Independent Directors and monitor external data on Bloomberg, etc. to follow the development of financial and ESG related factors. We cover 100% of portfolio with ’G’ analysis. We are currently expanding our ’E’ and ’S’ analysis to the firm’s top-50 positions, which is around 90% of our portfolios. Where there is no such in a company’s annual report, website etc., we engage respective company to find relevant data and regarding insufficient disclosure issue. In 2019, "E" and "S" monitoring and engagements covered 63 % of our 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.

          Prosperity's investment team, comprised of sector-specialist analysts, works in a collaborative fashion before seeking to reach a consensus agreement on a company.
        

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

09.4. 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.

          Prosperity's investment team, comprised of sector-specialist analysts, works in a collaborative fashion before seeking to reach a consensus agreement on a company.
        

09.6. Additional information. [Optional]

Prosperity Capital Management seeks to consider all factors, including ESG issues, into its investment analysis and investment management. We seek to employ all available methods of doing so to build a holistic and detailed view of the companies within our investment universe.

Our active ownership approach can be expressed in three ways. We monitor ESG factors (incluging 100 % of corporate actions) and engage with the corporate management and core shareholders of the business to discuss issues of corporate governance, corporate finance and "E" and "S" matters, and realize our corporate rights. Another form is where good corporate governance practices have been or are at risk of being breached. In such cases, we take action to resolve a potential conflict or to minimise the damage where a conflict has already arisen. This activity can take many forms from negotiations, appeals to the regulatory authorities or, in some cases, legal action. The third avenue of our active approach is working with the government, regulators and legislators to improve the overall investment climate, including in relation to ESG issues.

 


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


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