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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
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

As mentioned earlier, screening is a part of the investment process, to establish a starting point for the analysis and also to narrow down  the number of issuers/companies to further analyze. The screening might indicate weak/strong areas with the issuer to be brought up in discussions with the issuer, sell-side and internal ESG specialist.

If the company is non listed the process will look a bit different and the search for ESG data and information relies more on company, sell-side and ESG specialist input. Media can also contribute. In thoses cases extar time is put on potential ESG issues in the issuer analysis.


For example

ESG questions to issuer and other stakeholders

Car retailer/service

Enviromental policy

  1. reduction of  the environmental stress
  2. CO2 reduction program
  3. EV use
  4. energy efficiency
  5. recycling

Construction and property management

ESG policies  (environment, social, governance)

  1. environmental friendly techniqueand materials
  2. Social responsibility and inclusion, a conscious work to improve the social situation an dovet time teh value of the properties
  3. good governance



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?
Positive/best-in-class screening

06.2. Additional information. [Optional]