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Sompo Asset Management Co., Ltd.

PRI reporting framework 2019

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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)
Securitised
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

04.2. Describe your approach to screening for internally managed active fixed income

Below describes our screening approach:

We exclude the following entities from our investment universe:

 A company that engages in any business which seems to be doubtful in its legality

A company that undertakes significant anti-social behaviors

We exclude the following entities from our investment universe:

Entities that involve in producing cluster munitions and countries that are under UN arms embargoes.

We will continue to adopt the above screening criteria going forward.

04.3. Additional information. [Optional]


FI 05. Examples of ESG factors in screening process

05.1. Provide examples of how ESG factors are included in your screening criteria.

Type of fixed income

ESG factors

Screening

Description of how ESG factors are used as the screening criteria

We exclude the following entities from our investment universe: entities that involve in producing cluster munitions .

Type of fixed income

ESG factors

Screening

Description of how ESG factors are used as the screening criteria

We exclude the following entities from our investment universe:  countries that are under UN arms embargoes.

Type of fixed income

ESG factors

Screening

Description of how ESG factors are used as the screening criteria

We exclude the following entities from our investment universe: 

 A company that engages in any business which seems to be doubtful in its legality

Type of fixed income

ESG factors

Screening

Description of how ESG factors are used as the screening criteria

We exclude the following entities from our investment universe: 

A company that undertakes significant anti-social behaviors

05.2. Additional information.


FI 06. Screening - ensuring criteria are met

06.1. 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

          We have created a table to confirm that corporate bonds which are holding do not breach  criteria.
        
Norms-based screening

06.2. Additional information. [Optional]


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