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ISGAM AG

PRI reporting framework 2020

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ESG incorporation in actively managed listed equities

Implementation processes

LEI 01. Percentage of each incorporation strategy

01.1. Indicate which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities; and the breakdown of your actively managed listed equities by strategy or combination of strategies.

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
80 %
Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
20 %
Total actively managed listed equities 100%

01.2. Describe your organisation’s approach to ESG incorporation and the reasons for choosing the particular strategy/strategies.

For internally managed LE we incorporate screening, incorporating ESG criteria (sustainalytics scores) and thematics (focussing on secular trends and companies that contribute to UN SDGs.)  For externally managed active equity we increasingly sellect managers based on how they integrate ESG crieria and thematics in their investment process and incrreasingly engage with existing managers on their ESG practices.

01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

We exlude companies that derive more than 10% of their revenue from controversial weapons.  We underweight carbon intensive industries.  We exclude companies with a low Sustainalytics score regarding their environmental and social practices.  We reward companies with a diverse board.

Screened by

Description

We reward companies that have a high overall sustainalytics score within their sector, and have decent diversity of their board.

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

We currently do not have a standard method of notifying our clients when changes are made to our screening criteria, other thann on an ad-hoc basis.


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

05.1. Indicate which processes your organisation uses to ensure ESG screening is based on robust analysis.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]


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


(B) Implementation: Thematic

LEI 07. Types of sustainability thematic funds/mandates

07.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

07.2. Describe your organisation’s processes relating to sustainability themed funds. [Optional]

For clients that want a specific SRI approach to investment: we offer a core portfolio containing SRI Global Equity funds, SRI Fixed income fuunds, and 2 SRI Alternative funds.  Clients can complement this core portfolio with thematic SRI focussed fuunds of their choice, depending on their specific interest (clean energy, water, social impact, diversity, circular economy, etc).


(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]


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.

09.3. 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.

09.6. Additional information. [Optional]


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


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