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Longfellow Investment Management Co., LLC

PRI reporting framework 2018

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (A) Implementation: Screening

(A) Implementation: Screening

FI 04. Types of screening applied

04.1. Indicate the type of screening you conduct.

Select all that apply
SSA
Corporate (financial)
Corporate (non-financial)
Securitised
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

04.2. Describe your approach to screening for internally managed active fixed income

Most of our screening is client directed. We accommodate our client's guidelines by applying a blend of negative, positive and norms-based screening techniques that draw from a set of ESG factors. Firm-wide, we restrict investment in certain industries and negative screen to remain compliant with this rule.

04.3. Additional information. [Optional]


FI 05. Negative screening - overview and rationale

05.1. Indicate why you conduct negative screening.

SSA

SSA

Corporate (financial)

Corporate (fin)

Corporate (non-financial)

Corporate (non-fin)

Securitised

Securitised

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

As previously discussed, restricted investment in certain issuers and industries (e.g. Tobacco sales, Weapons of Mass Destruction) is client directed and we apply negative screens to remain compliant with their respective guidelines.

Firm-wide, we avoid investment in certain industries on a discretionary basis (e.g. Tobacco producers, Adult Entertainment).

05.3. Additional information. [Optional]


FI 06. Examples of ESG factors in screening process (Private)


FI 07. Screening - ensuring criteria are met

07.1. 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?
Positive/best-in-class screening
Norms-based screening

07.2. Additional information. [Optional]


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