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Aktia Bank p.l.c.

PRI reporting framework 2018

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。




In accordance with Aktia's Responsible Investment guidelines, we do not invest in companies who's main business activity is one of the following: commercial gambling, tobacco, weapons industry. These companies are excluded through secoral/activity-based screening.

We do not invest in companies that use child labour.

04.2. スクリーニング基準の設定方法、基準の見直し頻度、基準の変更を顧客や受益者に通知する方法について説明してください。

Screening criteria are based on Aktia's Responsible Investment policy, which was updated at the end of 2017. The policy is available at Aktia's internet site.

LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

          Please see below:

05.5. 補足情報 [任意]

Regarding our sector based exclusionary screens, unclar cases are assessed by the complete equity team to ensure that companies in our portfolios comply with our Responsible Investments policy. Regarding child labor, our third party service provider flags potential cases.

LEI 06. Processes to ensure fund criteria are not breached (Private)