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TriLinc Global, 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
Corporate (non-financial)
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

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

For the sponsored funds, TriLinc requires prospective portfolio companies to adhere to the IFC Exclusion List and to complete ESG and impact screens. TriLinc's in-country investment partners oversee the completion of the screens. TriLinc's Impact & ESG Analysts prepare an Initial Sustainability and Impact Review on each investment, which includes information from the potential borrower company’s ESG and impact screens; the company’s sustainability report (if available); any environmental and social impact assessments that have been undertaken by third-parties and government institutions; desktop research on the company, industry, and country of operation; standards, best practices and certifications established by local and international oversight bodies; and an assessment of sustainability risks and opportunities.  The Review is evaluated by TriLinc's Sustainability and Impact Committee. Prospective borrower companies must pass both the credit analysis and the Initial Sustainability and Impact Review in order to be eligible for financing. Aspects of the Review are  incorporated into the Credit Memorandum and all ESG and Impact data are maintained in TriLinc's integrated investment database.

04.3. Additional information. [Optional]

FI 05. Negative screening - overview and rationale

05.1. Indicate why you conduct negative screening.

Corporate (non-financial)

Corporate (non-fin)

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

Prospective portfolio companies must adhere to the International Finance Corporation's Exclusion List.  TriLinc believes that a disciplined investment process that incorporates environmental, social, and governance screening and impact metrics can enhance risk-adjusted returns through identifying and mitigating potential risks.

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
Negative/exclusionary screening?

other description

          In-country investment partners must monitor portfolio company activities and promptly report any activities that appear on the IFC Exclusion List.
Positive/best-in-class screening

other description

          In-country investment partners must monitor borrowers and promptly report any material ESG criteria violation. TriLinc obtains a third party assurance of specific ESG data.
Norms-based screening

other description

          In-country investment partners must monitor borrowers and promptly report any material violation of local/international norms or certifications.

07.2. Additional information. [Optional]