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StockRate Asset Management

PRI reporting framework 2020

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


fossil fuels (oil and coal), weapons, gambling, pornography, tobacco, and alcohol

Screened by


In-house specialised screening to find the world's best performing companies on sustainability, governance and leadership. Leadership is driving its sector and the overall sustainability agenda, whilst contributing to the Sustainable Development Goals. These are found through the unique Sustainability Scorecard used in SDG Invest, developed by SDG Lead.

Screened by


We do not invest in companies breaching these. In SDG Invest, we proactively screen for these norms e.g. measuring if the company is implementing and guiding its human rights approach with and to the UN Guiding Principles on Business and Human Rights

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

In SDG Invest, the Sustainability Scorecard is annually updated. This information is publicly available

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.

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

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)