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CDC - Caisse des dépôts et consignations

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) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

Sector: tobacco ( on the basis of sector classification), cluster munitions and landmines (on the basis of sector + specific research) are excluded.

Activity: we exclude companies deriving more than 20% of turnover from thermal coal

Country: an exclusion list based on incorporation tax havens is provided to our teams

Screened by

Description

Respect of the Global Compact principles is monitored and taken into account.  

04.2. 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.

Controversial weapons have historically been excluded in order for the Group to be aligned with the ratification of the Oslo and Ottawa treaties by the French State. Coal is excluded for consistency with the Paris Agreement. Tobacco is excluded for consistency with public interest mission. Those criteria are stable, and the first two are publicly mentioned in our public RI Charter.


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

05.1. Indicate which processes your organisation uses to ensure screening is based on robust analysis.

05.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your ESG screening strategy.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.5. Additional information. [Optional]


LEI 06. Processes to ensure fund criteria are not breached

06.1. Indicate which processes your organisation uses to ensure fund criteria are not breached

06.2. If breaches of fund screening criteria are identified - describe the process followed to correct those breaches.

Following in depth discussion with the company, divestment can be decided.

06.3. Additional information.[Optional]


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