Listed Equity (LE) Pre-investment phase Materiality analysis Indicator Type of indicator Dependent on Gateway to Disclosure Subsection PRI Principle LE 1 CORE OO 10 LE 1.1 PUBLIC Materiality analysis 1 Does your organisation have a formal investment process to identify material ESG factors across listed equities? (2) Active – quantitative (3) Active – fundamental (A) Yes, we have a formal process to identify material ESG ◉ ◉ factors for all of our assets (B) Yes, we have a formal process to identify material ESG ○ ○ factors for the majority of our assets (C) Yes, we have a formal process to identify material ESG ○ ○ factors for a minority of our assets (D) No, we do not have a formal process. Our investment professionals identify material ○ ○ ESG factors at their own discretion (E) No, we do not have a formal process to identify material ESG ○ ○ factors 101
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