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Bank Julius Baer & Co. Ltd.

PRI reporting framework 2017

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(A) Implementation: Screening

LEI 06. Types of screening applied

06.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

Julius Baer's sustainability mandate applies weapon, nuclear and human right violations screening for internally managed active listed equities.

Screened by

Description

Julius Baer's sustainability mandate ony selects the top 30% ESG performers in each sector for internally managed active listed equities.

06.2. Describe how the screening criteria are established, how often the criteria are reviewed and how you notify clients and/or beneficiaries when changes are made.

The screening criteria are established in collaboration with external partners. In principle the criteria are reviewed annually, and ad-hoc review is conducted in case of major controversies. Client and beneficiaries can access relevant information through our dedicated website, but there's no active communication in terms of ESG to our clients yet.


LEI 07. Processes to ensure screening is based on robust analysis

07.1. Indicate which processes your organisation uses to ensure screening is based on robust analysis.

07.2. Additional information. [Optional]


LEI 08. Processes to ensure fund criteria are not breached (Private)


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