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Saturna Capital

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

Since the 1980s, we have used faith-based negative screens to eliminate prohibited securities engaged in alcohol, tobacco, gambling, pork processing and pornography.

Screened by

Description

Saturna applies an internally developed grading system based on ESG data from each company at the same time that it applies negative screens. This grading system was integrated into our process in 2015 and updated in 2018. 

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

Any changes made to the funds' screening or investment objectives is sent to clients via ADV and Prospectus updates. 


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.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

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 (Private)


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