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Loreto Mutua, M.P.S.

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

There is a list of product exclusions about controversial arms, behaviours against the Global Compact of the UN and the States that contravene universal human and labour rights.

Screened by

Description

There is a list of product exclusions about controversial arms, behaviours against the Global Compact of the UN and the States that contravene universal human and labour rights.

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.

There is a SRI policy statement. So far there have not been any revision of the Policy. We follow the SRI developments. Now we are considering the exclusion of carbon related companies and the investments aligned with some of the SDGs.


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.

05.5. Additional information. [Optional]

We use the Bloomberg score of the companies we invest in and public information about controversies. We monitor the exclusions of big reference pension systems.


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


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