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Eurizon Capital SGR

PRI reporting framework 2017

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You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (A) Implementation: Screening

(A) Implementation: Screening

FI 07. Types of screening applied

07.1. Indicate the type of screening you conduct.

Select all that apply
Corporate (financial)
Corporate (non-financial)
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

07.2. Describe your approach to screening for internally managed active fixed income

On a monthly base,  the ESG Quant Team and the Sustainability office issue a list of companies with very low ESG rating and or with sever controversies deemed able to affect the reputational and risk-reward profile of each company. The list is made public internally on the intranet and it is used by all our portfolio managers and analysis to make investment decisions. ESG considerations and rating are also embedded in our investment cases documents.

07.3. Additional information. [Optional]


FI 08. Negative screening - overview and rationale (Not Applicable)


FI 09. Examples of ESG factors in screening process (Not Completed)


FI 10. Screening - ensuring criteria are met

10.1. Indicate which systems your organisation has to ensure that fund screening criteria are not breached in fixed income investments.

Type of screening
Checks
Norms-based screening

10.2. Additional information. [Optional]


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