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CDC - Caisse des dépôts et consignations

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)
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

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

Exclusionary screening of utilities and mining companies with a turnover deriving from thermal
coal superior to 20%, of companies producing mines and cluster munitions, of tobacco.

04.3. Additional information. [Optional]


FI 05. Negative screening - overview and rationale

05.1. Indicate why you conduct negative screening.

SSA

SSA

Corporate (non-financial)

Corporate (non-fin)

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

Strict compliance with Group-wide exclusion lists (voluntary).

05.3. Additional information. [Optional]


FI 06. Examples of ESG factors in screening process

06.1. Provide examples of how ESG factors are included in your screening criteria.

Type of fixed income

ESG factors

Screening

Description of how ESG factors are used as the screening criteria

Sovereign that do not comply with a pre-defined set of international treaties are ex ante excluded
from eligible investments
Sovereign subjet to threats of sanctions (e.g. EU treaty art. 7) are excluded from further purchases

Type of fixed income

ESG factors

Screening

Description of how ESG factors are used as the screening criteria

Issuers turnover exposure to thermal coal is assessed and leads to the definition of a coprorate
exclusion list. We exclude any issuer for which thermal coal represent more than 20% of sales.

Type of fixed income

ESG factors

Screening

Description of how ESG factors are used as the screening criteria

We exclude the tobacco industry

06.2. Additional information.


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?

07.2. Additional information. [Optional]


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