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Central Finance Board of the Methodist Church / Epworth Investment Management

PRI reporting framework 2018

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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

We apply the same negative screens to all of our fixed income investments that we do to all of our investments.  The issue-specific policies are in the public domain and on our website.  With respect to SSAs and government securities we consider certain aspects of the issuing country, in particular human rights, corruption, involvement in conflict & development.

We use positive screen to favour green bonds and similar investments in companies that enable sustainable growth by approapriately managing all stakeholders.

 

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.

We screen for a variety of issues (all publicly available on our website). These include: alcohol, armaments, gambling, pornography, tobacco, high interest lending, tar sands, thermal coal, oil exporation.

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?

other description

          The full list of issuers are reviewed in the monthly portfolio review meeting, which is attended by the CIO
        
Positive/best-in-class screening

other description

          The full list of issuers are reviewed in the monthly portfolio review meeting, which is attended by the CIO
        

07.2. Additional information. [Optional]


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