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Coronation Fund Managers

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG factors

(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
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

The long-term nature of the investment philosophy requires us to incorporate ESG and sustainability issues into our investment process and in every investment decision that we make as we need to account for these factors in trying to understand a business’ long-term worth.

 


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.

          We engage with investee companies about disclosure and mitigation efforts and review MSCI ESG research to ensure all concerns raised have been considered
        

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

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information. [Optional]

Coronation performs its own proprietary modelling and valuation of stocks, including internal ESG assessments. We source information from publicly available sources including, but not limited to, the annual reports of companies or other public documents, news articles, third party databases like CDP, direct communications with companies etc. We also research outside the conventional channels. We spend a lot of time talking to customers, suppliers, regulators, competitors (local and global), ex management etc. The team reads widely, engages with relevant industry executives, research organisations and analyst to understand the risks of companies we analyse.

We also subscribe to MSCI ESG rating module for access to their independent ESG reports on companies for consideration by the analyst covering each respective stock. We do not place value on the rating provided, we ensure any risks raised have been considered. 

 

 

 


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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