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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) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. E・S・Gの各要因が投資分析の一環として体系的に調査されている、アクティブ運用の上場株式ポートフォリオの割合を記載してください。

ESG問題

影響を受ける割合
E(環境)

E(環境)

S(社会)

S(社会)

コーポレートガバナンス

コーポレートガバナンス

08.2. 補足情報 [任意]

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. ESG統合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記載してください。

          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. 組織の統合戦略の一環で包括的ESG調査の対象になるアクティブ運用上場株式の割合を記載してください。

09.4. ESG統合戦略に使われる組織内調査を見直す頻度を示してください。

09.5. ポートフォリオ・マネージャーがどのようにしてESG情報を保有し、使っているのか説明してください。

          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. 補足情報 [任意]

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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