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Eurizon Capital SGR

PRI reporting framework 2017

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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

Cluster bombs and landmines

Screened by

Description

Lowest ESG ratings

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.

twice a year an exclusion list with all companies involved in the production and/or distribution of landmines and clusterbombs is provided to all analysts and portfolio manager. all the products without a benchmark cannot invest in the listed stocks, while funds with a benchmark cannot hold a position that exceeds the benchmark weight. every month a list of critical ESG stocks is provided to the investment teams for their integration of analysis 


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]

twice a year an exclusion list with all companies involved in the production and/or distribution of landmines and clusterbombs is provided to all analysts and portfolio manager. all the products without a benchmark cannot invest in the listed stocks, while funds with a benchmark cannot hold a position that exceeds the benchmark weight. every month a list of critical ESG stocks is provided to the investment teams for their integration of analysis 


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


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