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Chahine Capital

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%
100 %
Total actively managed listed equities 200%

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

The RI approach of Chahine Capital consists of a normative exclusion screening, a sector exclusion screening and a controversy-based exclusion screening.
The ESG approach of Chahine Capital's funds has been designed using exclusions, because an exclusion-based process is the best complement to our 20-year old investment philosophy. Other approaches would have modified too much our investment process.

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 Applicable)


(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

Description

Our sector-based screening excludes producers of tobacco, coal, nuclear or non-conventional weapons.

A controversy-based screening excludes companies whose ESG-based reputational risk is too high. Indeed, business conduct risks related to human rights, labour, the environment and corruption can result in risks to a company's reputation and finances, and therefore in a risk for the final investor. Thus, we exclude companies with a high level of controversy (levels defined in the ESG Risk Control procedure). We use the external RepRisk database for this purpose.

 

Screened by

Description

In addition, companies whose operations violate UNGC (United Nations Global Compact) principles are excluded.

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

The implementation of our screening criteria is recent and has not required any modification, so far.


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.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.5. Additional information. [Optional]


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


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