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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) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。




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.



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

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

We inform via our monthly reporting and our website.

LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]

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)