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Trecento

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

Trecento policy regarding sector and geographic region are summarized in the Best Pratices Policy, or even in the Fight against money Laundering Policy, each updated annually by the RCCI. 

Screened by

Description

Trecento AM's doesn't not invest in any firms which woud have been sentenced due to its practices towards Human Rights, corruption, money laundering, etc. 

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 screening criteria are described and established in the investment policy due to international norms and guidelines and best practices policy. 

However, Trecento AM is a developing company. It is still building its ESG strategy and had formalised an agenda in order to improve and develop its incorporation of ESG factors during :

  • the analysis of an investment opportunity, 
  • the decision-making process regarding an investment opportunity, 
  • the follow-up of its investee company, 
  • the use of its voting right 
  • the investment legal terms 

All changes made in our investment policy will be notified on our website. 


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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