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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


Number of independent directors;

CEO x Chairman are different people;
Fixed remuneration of Directors
financial assistance received from the Government;
Financial implications for the organization's activities due to climate change;
The company makes a diagnosis of the financial implications and other risks and opportunities arising from climate change;
Participation of public resources in debt;
initiatives to reduce emissions of greenhouse effect gases.;
use of renewable sources in, at least, part of their energy consumption;
actions to reduce their water consumption;
overall turnover in the last year is equal to or lower than the average of the last three years
assistance programs for employees;
accident frequency rate due the job are equal or lower than the average of the last three years;
average hours of training per year for each employee is equal to or higher than the average of the last three years;
actions to contribute to the elimination of child labor /or forced labor, or those similar to slavery;
customer satisfaction, including surveys to measure that satisfaction;
any monetary value of fines (significant) due to non-compliance with laws and regulations concerning both provision and use of products and services;


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

The criteria are based on the GRI report items that we believe have the greatest economic impact on the financial operations of enterprises. The revision of the criteria is held annually. The notification is done through internal reports.

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.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]

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