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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) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。




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. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

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. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]

LEI 06. Processes to ensure fund criteria are not breached (Private)