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Uniting Financial Services

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 (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

We have an excluded list of issuers we are prohibited from investing. In addition to this we are actively looking for organisations that have a positive impact. More specifically we are targeting green bonds, climate related RMBS and social impact related issues. Other activities will be favourably regarded which accomplish outcomes such as:

  • reducing human suffering;
  • improving human health, dignity and well-being;
  • eradication of unethical practices;
  • amelioration of pollution or other environmental damage; or the development of sustainable buildings, practices, etc.

04.3. Additional information. [Optional]

FI 05. Negative screening - overview and rationale

05.1. Indicate why you conduct negative screening.

Corporate (financial)

Corporate (fin)

Corporate (non-financial)

Corporate (non-fin)



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

The Church does not wish to encourage or profit from activities which create goods or services that have unacceptable harmful effects on people or the environment which cannot be avoided by prudent and practical controls.The activities of investment entities are to be evaluated for their alignment with our Principles. A list of excluded investments has been established and will be maintained by the Ethical Investments Monitoring Committee.Where the entity ultimately responsible for providing the investment return consistently engages in one or more of the practices outlined in our Principles, then this is treated as a ‘negative’ investment.

05.3. Additional information. [Optional]

FI 06. Examples of ESG factors in screening process (Not Completed)

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?
Positive/best-in-class screening
Norms-based screening

07.2. Additional information. [Optional]