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PRI reporting framework 2020

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

(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


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


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)