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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%
8 %
Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
92 %
Total actively managed listed equities 110%

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

Equigest is convinced that the extra-financial elements express the positioning of companies in the context of sustainable development and their relationship with their stakeholders.

Equigest wishes to favor, on behalf of its customers, companies that are looking for a good position on these issues in absolute terms and compared to their peers, especially in terms of governance.

Equigest subscribed to receive ESG data from the MSCI ESG agency to benefit from the agency's experience in defining the key factors to be followed for each company according to their sector of activity, and the relative evaluation which is given sector by sector

Equigest wishes to eliminate from its investable universe companies that are very far from the standard of ESG good practices, and reduce extra-financial risks which can also materialize financially.

ESG scores, controversies and Scope 1 and 2 greenhouse gas emissions are monitored to inform analysts for their financial analysis and managers before investing.

In the portfolios concerned, Equigest strives to eliminate the 20% of the lowest rated issuers from the universe concerned or by default from the universe rated by MSCI ESG.

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 (Not Completed)

(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]

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.

09.5. 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)