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Alberta Investment Management Corporation

PRI reporting framework 2020

Export Public Responses

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




Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

Characteristics of an industry influence the extent to which ESG issues are considered by Portfolio Managers. Coal mining for example is handled with an increased focus on environmental analysis and certain PM's will include coal mining on their even more stringent exclusionary list. Materiality of ESG factors vary company to company and therefore influence the associated analysis. ESG factors of AIMCo investments are systematically tracked by the RI team. If significant changes to ESG scores are identified by RI, the appropriate PM's are notified. RI may contact PM's regarding an upcoming vote or a significant event such as M&A. AIMCo's proxy voting guidelines include ESG considerations and incorporate proxy research from external providers.

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.

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

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.

          ESG ratings upgrades and downgrades for fundamental equity portfolios are delivered to key portfolio managers on an ongoing basis, and ESG data for screening purposes.

09.6. Additional information. [Optional]

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