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CapVest Partners LLP

PRI reporting framework 2017

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 (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

This would be on the basis of many factors such as LPA investment restrictions on products such as Arms, Tobacco, Pornography but other ESG factors such as country specific social and environmental issues.

07.3. Additional information. [Optional]


FI 08. Negative screening - overview and rationale

08.1. Indicate why you conduct negative screening.

Corporate (non-financial)

Corporate (non-fin)

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

The criteria for negative screening is based on Limited Partnership investment restrictions in products such as arms, tobacco, pornography. As investments are limited to mainly European countries with good corporate governance standards, legislation in place to protect human rights and environmental regulations, screening on a geographical basis is not undertaken. 

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
Checks
Negative/exclusionary screening?
Norms-based screening

10.2. Additional information. [Optional]


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