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IVO Capital Partners

PRI reporting framework 2019

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
Corporate (financial)
Corporate (non-financial)
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

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

To identify companies to be excluded from our investment universe, we realize a sector-based and norm-based negative screening. Nonetheless, we do believe that the decision not to invest is not always the best option to help emerging economies to grow. In order to engage with societies matching with the exclusion list and not passing the screening, we allow them a 18-month period to become compliant before divestment (maximum 5% of the portfolio). Exclusion criterias have been established according to international conventions and controversial sectors, adapted to emerging markets. The exclusion list is reviewed once a year and an updated version is publicly available on our website.


04.3. Additional information. [Optional]

FI 05. Examples of ESG factors in screening process (Private)

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
Negative/exclusionary screening?
Norms-based screening

06.2. Additional information. [Optional]