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Keva

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

The portfolios are screened twice a year by the external service provider who does global research as well as engagement on companies, sectors and countries and the screening is based on their classification and recommendations

Screened by

Description

The portfolios are screened twice a year by the external service provider who does global research as well as engagement on companies, sectors and countries and the screening is based on their classification and recommendations

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.

The external service provider has establised the criterion for the classification of violations and the recommendations are based on these criterion. The review of criterion as well as research on companies, sectors and countries is a continous process. The screenings of the portfolios are run twice a year.


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

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

When a new company is identified and reported to have breached ESG criteria, we have defined a process in our ESG poliicy: According to this policy, further investments are not made on the company shares, we start engament immediately by studing the case, contacting the violating company and discussing the violation, the policy and the actions of the company. If the engagement is considerd ineffective on the company's practices or policies, the company will be excluded from the investment universe and the holdings  will be sold. Only if and when the company will be reported to have made corrective actions, we can invest again on the company.

08.3. Additional information.[Optional]


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