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Optimix Vermogensbeheer NV

PRI reporting framework 2017

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

Since 2008 we've established our responsible investment policy, working together with a specialized firm in ESG research, Sustainalytics. Cornerstone to our responsible investment policy are the ten UN Global Compact Principles. Companies that are systematically non-complient with these ten principles are excluded from our investment universe.

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.

On a quarterly basis our investment universe is screening by Sustainalytics. Every quarter we update our non-compliant list.


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

08.1. Indicate which processes your organisation uses to ensure fund criteria are not breached

          Quarterly review by board of directors
        

08.2. If breaches of fund screening criteria are identified - describe the process followed to correct those breaches.

08.3. Additional information.[Optional]


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