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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes
For actively managed funds, we limit the exposure to companies that engage in misconduct or have significant corporate governance issues so that we can avoid deterioration of fund performance.
For our SRI fund, we select a universe of candidate stocks by using external ESG research and decide a universe of investable stocks by our own quantitative and qualitative analysis.
Screening out companies that engage in misconduct for most active funds. (including SRI mutual mother funds and pension funds)
Screening environment-related and excellent SRI companies.
Since we don't define screening criteria in terms and conditions, there is nothing to notify to clients and/or beneficiaries. (For most active funds including SRI mutual mother funds and pension funds)
Applied to particular ESG-related funds.
The fund is set up by deciding product specifications such as investment outlet, risk return attributes, investment plan and fund schedule such as investment restrictions, application and redemption procedure and a distribution plan, etc..