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Slater Investments Limited

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


We believe that Environmental, Social and Governance are important factors in measuring the sustainability and impact on an investment in a company and have significant financial relevance. Incorporating these factors into investment analysis and portfolio construction can help mitigate risk, leading to superior long-term performance. Slater Investments does not outsource any of our assessment on ESG to rating agencies. We have conducted research into whether ESG ratings are helpful in achieving investment returns and concluded they are not. This may be down to the fact that ESG is still at its infant stage or it may be that bad companies can game the system. We believe that the way forward is to change behaviour from within companies and actively engage with management to bring about change. We have a first-class record in active engagement with management of companies that we own.

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

We will notify clients if and when our screening criteria changes, although this has not happened yet. 

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)