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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. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

Cluster bombs and landmines

スクリーニング実行者

説明

Lowest ESG ratings

06.2. スクリーニング基準の設定方法、基準の見直し頻度、基準の変更を顧客や受益者に通知する方法について説明してください。

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. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

07.2. 補足情報。 [任意]

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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