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Bankhaus Schelhammer & Schattera AG

PRI reporting framework 2018

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities

ESG incorporation in actively managed listed equities

Implementation processes

LEI 01. Percentage of each incorporation strategy

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate (1) which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities and (2) the breakdown of your actively managed listed equities by strategy or combination of strategies (+/- 5%)

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied
100 %
Total actively managed listed equities 100%

01.2. Describe your organisation’s approach to incorporation and the reasons for choosing the particular ESG incorporation strategy/strategies.

Main Strategies: 

  • very strict Exclusion Criterias with little interpreation room 
  • Best-In-Class

The combination of both strategies results in a small but powerful investment universe. We are confident to have excluded most questionable companies and sovereigns. There are plans in work to tighten the investment universe further in 2018.

Furthermore ESG-Rating is weighted based on the sector. "Renewable Energy" companies rating depend on a high environmental component whereas "Health Care" companies depend on a high social component i.e. 

Responsible for the implementation is the "Sustainable Investments" team which cooperates closely with the portfolio management. 

01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 02. Type of ESG information used in investment decision (Not Completed)


LEI 03. Information from engagement and/or voting used in investment decision-making (Not Completed)


(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

  • Products: all weapons, tobacco
  • Activities: Fracking, Oil Sands, embryonic research, gambling, GMOs, pornography
  • Sectors: coal, nuclear power, gambling
  • Environmental and social practices and performance: child labour, environmental damage, labour- and human rights controversials

 

Screened by

Description

Best-In-Class screening is used for the entire investment universe.

Screened by

Description

Our external rating agency incorporates Norms-based screening in their rating process.

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.

Screening criterias were established with the Ethics Board and are reviewed 2 times a year. Based on the recommendation of the members of our bank, the ethical advisory board can decide if the existing criteria have to be changed. Several times a year we publish a magazine which informs clients about news and changes are made.


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 (Not Completed)


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