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EDM

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

Following its commitment to responsible investment and the integration of Environmental, Social and Governance (ESG) factors, EDM has adopted a policy that exclude companies deriving their main revenues from controversial weapons, pornography and gambling. 

Exclusions on a case-by-case basis:

EDM’s responsible investment policy does not make any a priori exclusions ahead of the definition of investment universes.

EDM’s selection process makes it unlikely that a company whose practices are doubtful in certain regards can satisfy the required standards of quality, visibility and sustainability.

 

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.

New incorporations in the investment universe will be discussed on a case-by-case basis in the investment team meetings. EDM also recognizes the right of clients with whom we have a dedicated mandate to exclude on a priori basis any investment in which they would refuse to be involved. EDM is always ready to consider a solution for clients that will respond to their requirements in this area.

 


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]


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


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