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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

EDM’s investment process is characterized by in-depth research, analysis and knowledge of target companies. It uses a rigorous approach to identify quality companies that should be capable of generating above average growth on a sustained basis and it is reflected in concentrated portfolios and essentially high risk aversion.

EDM needs to identify material Environmental, Social and Governance (ESG) risks and opportunities of investee companies. This approach offers a broader and complementary assessment of companies in addition to information provided by the traditional fundamental financial analysis.


07.3. Additional information. [Optional]

FI 08. Negative screening - overview and rationale

08.1. Indicate why you conduct negative screening.

Corporate (financial)

Corporate (fin)

Corporate (non-financial)

Corporate (non-fin)

08.2. Describe your approach to ESG-based negative screening of issuers from your investable universe.

Our responsibility towards our clients, our employees, the environment and society has been one of the pillars of our business and it has been integrated within the asset management company’s fundamental analysis. EDM has gradually developed and implemented its own responsible investment philosophy and shall maintain this course over the long term to remain a responsible entity.

08.3. Additional information. [Optional]

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
Negative/exclusionary screening?

10.2. Additional information. [Optional]