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ESG Portfolio Management

PRI reporting framework 2019

Export Public Responses

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


We do not invest in those government bonds and corporations with poor ESG quality or significant controversies or incidents like conflicting human rights. Potential investments are excluded when the companies are in the business of controversial weapons or nuclear energy, or if the companies generate more than five percent of sales in the areas of alcohol, coal, gaming, oil, pornography, tobacco or weapons.

We require minimum ESG ratings of BBB (MSCI ESG) or in cases where MSCI ESG ratings are not available a very positive report by imug.

Screened by


We use ESG data and ratings and controversy reports for every position.

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

We inform via our monthly reporting and our website.

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.

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

05.5. Additional information. [Optional]

We check all ESG research at least twice a week. We are networking to learn about new or better ESG research providers.

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