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Metzler Asset Management GmbH

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

Upon client request, we apply negative/exclusionary screenings in the investment process, such as conclusions drawn from data provided by MSCI ESG Research or oekom research.

Screened by

Description

Upon client request, we also take best-in-class screenings into account in the investment process.

Screened by

Description

For all equity investments, exclusionary screening is applied based on 120 international norms and conventions. The data stems mostly from MSCI ESG Research. In cases of “very severe controversies,” i.e. serious infringements of these standards, companies 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.

The screening criteria are established by MSCI ESG Research or oekom research, particulary depending on client requirements.

The screening criteria are continously monitored and depending on the significance of the changes we inform our clients either immediately or within our investment committees.


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]

MSCI ESG Research data and ratings are used in the construction. The MSCI global team of 140 experienced research analysts assesses thousands of data points across 34 ESG issues, focusing on the intersection between a company’s core business and the industry issues that can create significant financial risks and opportunities for the company. Companies are rated on a AAA-CCC scale relative to the standards and performance of their industry peers.

oekom research’s Corporate Ratings are based on a scientifically developed list of approx. 400 criteria. Intensive dialogue with companies and with independent sources, such as environmental and consumer associations, human rights organisations and anti-corruption initiatives, forms an important part of oekom's rating processes.


LEI 08. Processes to ensure fund criteria are not breached (Private)


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