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Coeli

PRI reporting framework 2019

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

Using ISS ESGs database and research performed in-house by the investment team.

Screened by

Description

For most of our funds, the portfolio managers perform norms-based screening using above resources.

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

Clients and/or beneficiaries are informed of changes on our webpage for responsible investments.


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.

05.3. 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 (Private)


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