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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. 実施するスクリーニングの種類を記載してください。

ネガティブ/ 排他的スクリーニング

07.2. 組織内でアクティブ運用している債券に適用するスクリーニングのアプローチを記載してください。

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. 補足情報。 [任意]

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. 債券投資においてファンドスクリーニングの基準に違反がないことを確認するために組織が使用しているシステムを記載してください。


10.2. 補足情報。 [任意]