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de Pury Pictet Turrettini & Cie

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

Mainly tobacco and armament except for client specific criteria

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.

Our portfolios are concentrated and with a limited turnover. We can therfore assess any changes on a continuous basis. We however focus on positive impacts achieved through an active engagement strategy.

We have developed a proprietary ESG investment strategy called "Buy & Care".

Please refer to the methodology and results as described within our integrated performance reports:
https://www.ppt.ch/buycare/


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.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]

Our portfolios are concentrated and with a limited turnover. We can therfore assess any changes on a continuous basis. We however focus on positive impacts achieved through an active engagement strategy.

We have developed a proprietary ESG investment strategy called "Buy & Care".

Please refer to the methodology and results as described within our integrated performance reports:
https://www.ppt.ch/buycare/


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


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