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Bankhaus Schelhammer & Schattera AG

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
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

All ESG information is provided by oekom research AG consisting of company and country ratings and violations of exclusion cirterias. 

04.3. Additional information. [Optional]


FI 05. Negative screening - overview and rationale

05.1. Indicate why you conduct negative screening.

SSA

SSA

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.

Negative screening criterias have been chosen selected by our Ethics Advisory Board and applied to equity and fixed income.

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
Checks
Negative/exclusionary screening?

other description

          Monthly checks and regular updates for the portfolio management.
        
Positive/best-in-class screening

other description

          Monthly checks and regular updates for the portfolio management.
        
Norms-based screening

other description

          Monthly checks and regular updates for the portfolio management.
        

07.2. Additional information. [Optional]


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