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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 » 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

  • 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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